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 | $159,602-76.9% | $150,045-75.4% | $142,382-74.1% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.3%-19.2pp | 80.1%-17.0pp |
| Annual return | 16.60% | 70.24%-53.6pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,933 | $4,961-61.0% | $4,693-58.8% | $4,299-55.0% |
| Participant deferral / active EE | $3,072 | $8,310-63.0% | $7,997-61.6% | $6,507-52.8% |
| Admin fee / account holder | $857 | $14,846-94.2% | $13,435-93.6% | $12,624-93.2% |