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 | $47,118 | $154,228-69.4% | $145,433-67.6% | $137,256-65.7% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 14.18% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,131 | $4,804+6.8% | $4,554+12.7% | $4,156+23.5% |
| Participant deferral / active EE | $23,643 | $8,216+187.8% | $7,897+199.4% | $6,407+269.0% |
| Admin fee / account holder | $101,000 | $14,344+604.1% | $13,129+669.3% | $12,270+723.1% |