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 | $19,177 | $159,602-88.0% | $150,045-87.2% | $142,382-86.5% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 37.10% | 70.24%-33.1pp | 62.55%-25.4pp | 217.08%-180.0pp |
| Employer contribution / active EE | $1,669 | $4,961-66.4% | $4,693-64.4% | $4,299-61.2% |
| Participant deferral / active EE | $4,771 | $8,310-42.6% | $7,997-40.3% | $6,507-26.7% |
| Admin fee / account holder | $2,153 | $14,846-85.5% | $13,435-84.0% | $12,624-82.9% |