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 | $47,429 | $177,572-73.3% | $154,803-69.4% | $142,382-66.7% |
| Participation rate | 68.4% | 82.1%-13.6pp | 78.1%-9.6pp | 80.1%-11.7pp |
| Annual return | 12.71% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,297 | $4,810-73.0% | $4,305-69.9% | $4,299-69.8% |
| Participant deferral / active EE | $5,353 | $6,272-14.6% | $5,540-3.4% | $6,507-17.7% |
| Admin fee / account holder | $1,838 | $16,786-89.0% | $14,329-87.2% | $12,624-85.4% |