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 | $97,371 | $214,378-54.6% | $200,582-51.5% | $142,382-31.6% |
| Participation rate | 42.9% | 87.4%-44.6pp | 86.9%-44.0pp | 80.1%-37.3pp |
| Annual return | 21.11% | 46.41%-25.3pp | 42.33%-21.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,194 | $6,841-38.7% | $6,419-34.7% | $4,299-2.4% |
| Participant deferral / active EE | $5,627 | $9,865-43.0% | $9,331-39.7% | $6,507-13.5% |
| Admin fee / account holder | $4,686 | $17,692-73.5% | $16,305-71.3% | $12,624-62.9% |