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 | $75,068 | $214,378-65.0% | $200,582-62.6% | $142,382-47.3% |
| Participation rate | 64.3% | 87.4%-23.2pp | 86.9%-22.6pp | 80.1%-15.8pp |
| Annual return | 15.61% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,481 | $6,841-63.7% | $6,419-61.4% | $4,299-42.3% |
| Participant deferral / active EE | $4,085 | $9,865-58.6% | $9,331-56.2% | $6,507-37.2% |
| Admin fee / account holder | $5,482 | $17,692-69.0% | $16,305-66.4% | $12,624-56.6% |