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 | $179,726-53.6% | $156,263-46.6% | $142,382-41.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 16.62% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,682 | $5,069-66.8% | $4,333-61.2% | $4,299-60.9% |
| Participant deferral / active EE | $5,037 | $6,956-27.6% | $6,158-18.2% | $6,507-22.6% |
| Admin fee / account holder | $719 | $17,272-95.8% | $14,255-95.0% | $12,624-94.3% |