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 | $50,274 | $148,534-66.2% | $135,903-63.0% | $139,434-63.9% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 42.22% | 79.19%-37.0pp | 68.23%-26.0pp | 372.94%-330.7pp |
| Employer contribution / active EE | $2,049 | $5,243-60.9% | $4,856-57.8% | $4,751-56.9% |
| Participant deferral / active EE | $3,880 | $8,100-52.1% | $7,758-50.0% | $6,710-42.2% |
| Admin fee / account holder | $4,766 | $12,400-61.6% | $10,762-55.7% | $11,403-58.2% |