See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,632 | $154,228-47.7% | $145,433-44.6% | $137,256-41.3% |
| Participation rate | 39.1% | 83.8%-44.7pp | 82.1%-43.0pp | 80.0%-40.8pp |
| Annual return | 15.49% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,143 | $4,804-55.4% | $4,554-52.9% | $4,156-48.4% |
| Participant deferral / active EE | $5,055 | $8,216-38.5% | $7,897-36.0% | $6,407-21.1% |
| Admin fee / account holder | $31,530 | $14,344+119.8% | $13,129+140.2% | $12,270+157.0% |