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 4-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 | $122,211 | $159,602-23.4% | $150,045-18.6% | $142,382-14.2% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.3%-36.9pp | 80.1%-34.7pp |
| Annual return | 28.59% | 70.24%-41.6pp | 62.55%-34.0pp | 217.08%-188.5pp |
| Employer contribution / active EE | $2,639 | $4,961-46.8% | $4,693-43.8% | $4,299-38.6% |
| Participant deferral / active EE | $6,465 | $8,310-22.2% | $7,997-19.2% | $6,507-0.6% |
| Admin fee / account holder | $740 | $14,846-95.0% | $13,435-94.5% | $12,624-94.1% |