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 5-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 | $132,466 | $148,534-10.8% | $135,903-2.5% | $139,434-5.0% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 12.22% | 79.19%-67.0pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,484 | $5,243-71.7% | $4,856-69.4% | $4,751-68.8% |
| Participant deferral / active EE | $9,153 | $8,100+13.0% | $7,758+18.0% | $6,710+36.4% |
| Admin fee / account holder | $3,076 | $12,400-75.2% | $10,762-71.4% | $11,403-73.0% |