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 3-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 | $30,400 | $148,534-79.5% | $135,903-77.6% | $139,434-78.2% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 39.22% | 79.19%-40.0pp | 68.23%-29.0pp | 372.94%-333.7pp |
| Employer contribution / active EE | $1,214 | $5,243-76.9% | $4,856-75.0% | $4,751-74.5% |
| Participant deferral / active EE | $6,475 | $8,100-20.1% | $7,758-16.5% | $6,710-3.5% |
| Admin fee / account holder | $509 | $12,400-95.9% | $10,762-95.3% | $11,403-95.5% |