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 | $74,816 | $148,534-49.6% | $135,903-44.9% | $139,434-46.3% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 26.99% | 79.19%-52.2pp | 68.23%-41.2pp | 372.94%-346.0pp |
| Employer contribution / active EE | $2,455 | $5,243-53.2% | $4,856-49.4% | $4,751-48.3% |
| Participant deferral / active EE | $6,273 | $8,100-22.6% | $7,758-19.1% | $6,710-6.5% |
| Admin fee / account holder | $5,740 | $12,400-53.7% | $10,762-46.7% | $11,403-49.7% |