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 3-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 | $41,332 | $154,228-73.2% | $145,433-71.6% | $137,256-69.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 20.91% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $4,036 | $4,804-16.0% | $4,554-11.4% | $4,156-2.9% |
| Participant deferral / active EE | $6,864 | $8,216-16.5% | $7,897-13.1% | $6,407+7.1% |
| Admin fee / account holder | $738 | $14,344-94.9% | $13,129-94.4% | $12,270-94.0% |