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 7-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 | $83,388 | $178,174-53.2% | $156,181-46.6% | $137,256-39.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 16.62% | 84.19%-67.6pp | 64.87%-48.3pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,682 | $4,972-66.2% | $4,294-60.8% | $4,156-59.5% |
| Participant deferral / active EE | $5,037 | $6,888-26.9% | $6,132-17.9% | $6,407-21.4% |
| Admin fee / account holder | $719 | $17,404-95.9% | $14,586-95.1% | $12,270-94.1% |