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 | $53,005 | $177,572-70.2% | $154,803-65.8% | $142,382-62.8% |
| Participation rate | 46.2% | 82.1%-35.9pp | 78.1%-31.9pp | 80.1%-34.0pp |
| Annual return | 15.66% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,060 | $4,810-57.2% | $4,305-52.2% | $4,299-52.1% |
| Participant deferral / active EE | $3,696 | $6,272-41.1% | $5,540-33.3% | $6,507-43.2% |
| Admin fee / account holder | $1,658 | $16,786-90.1% | $14,329-88.4% | $12,624-86.9% |