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 | $55,900 | $179,726-68.9% | $156,263-64.2% | $142,382-60.7% |
| Participation rate | 41.2% | 82.1%-40.9pp | 78.9%-37.7pp | 80.1%-38.9pp |
| Annual return | 13.71% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,322 | $5,069-73.9% | $4,333-69.5% | $4,299-69.2% |
| Participant deferral / active EE | $2,897 | $6,956-58.3% | $6,158-53.0% | $6,507-55.5% |
| Admin fee / account holder | $14,903 | $17,272-13.7% | $14,255+4.5% | $12,624+18.1% |