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 | $154,228-87.6% | $145,433-86.8% | $137,256-86.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 37.10% | 74.59%-37.5pp | 66.58%-29.5pp | 220.34%-183.2pp |
| Employer contribution / active EE | $1,669 | $4,804-65.3% | $4,554-63.4% | $4,156-59.8% |
| Participant deferral / active EE | $4,771 | $8,216-41.9% | $7,897-39.6% | $6,407-25.5% |
| Admin fee / account holder | $2,153 | $14,344-85.0% | $13,129-83.6% | $12,270-82.5% |