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 | $81,806 | $114,381-28.5% | $107,525-23.9% | $142,382-42.5% |
| Participation rate | 52.2% | 78.1%-26.0pp | 75.1%-22.9pp | 80.1%-27.9pp |
| Annual return | 21.60% | 242.71%-221.1pp | 181.32%-159.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,017 | $4,015-49.8% | $3,754-46.3% | $4,299-53.1% |
| Participant deferral / active EE | $6,723 | $5,564+20.8% | $5,116+31.4% | $6,507+3.3% |
| Admin fee / account holder | $802 | $9,860-91.9% | $8,919-91.0% | $12,624-93.6% |