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 7-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 | $57,254 | $238,490-76.0% | $180,183-68.2% | $142,382-59.8% |
| Participation rate | 66.7% | 82.3%-15.6pp | 77.4%-10.8pp | 80.1%-13.5pp |
| Annual return | 15.08% | 33.56%-18.5pp | 27.86%-12.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,308 | $6,143-62.4% | $5,039-54.2% | $4,299-46.3% |
| Participant deferral / active EE | $5,530 | $7,996-30.8% | $6,822-18.9% | $6,507-15.0% |
| Admin fee / account holder | $2,663 | $28,866-90.8% | $19,975-86.7% | $12,624-78.9% |