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 | $137,012 | $239,571-42.8% | $183,328-25.3% | $137,256-0.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.7pp | 80.0%-13.3pp |
| Annual return | 14.87% | 35.69%-20.8pp | 29.67%-14.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,667 | $6,148-72.9% | $5,055-67.0% | $4,156-59.9% |
| Participant deferral / active EE | $2,500 | $7,995-68.7% | $6,795-63.2% | $6,407-61.0% |
| Admin fee / account holder | $8,954 | $30,059-70.2% | $21,427-58.2% | $12,270-27.0% |