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 8-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 | $35,465 | $154,228-77.0% | $145,433-75.6% | $137,256-74.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 23.13% | 74.59%-51.5pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $3,063 | $4,804-36.2% | $4,554-32.7% | $4,156-26.3% |
| Participant deferral / active EE | $5,620 | $8,216-31.6% | $7,897-28.8% | $6,407-12.3% |
| Admin fee / account holder | $3,504 | $14,344-75.6% | $13,129-73.3% | $12,270-71.4% |