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 | $36,900 | $154,228-76.1% | $145,433-74.6% | $137,256-73.1% |
| Participation rate | 63.2% | 83.8%-20.6pp | 82.1%-19.0pp | 80.0%-16.8pp |
| Annual return | 16.60% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,933 | $4,804-59.8% | $4,554-57.6% | $4,156-53.5% |
| Participant deferral / active EE | $3,072 | $8,216-62.6% | $7,897-61.1% | $6,407-52.1% |
| Admin fee / account holder | $857 | $14,344-94.0% | $13,129-93.5% | $12,270-93.0% |