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 9-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 | $53,440 | $157,256-66.0% | $141,162-62.1% | $152,861-65.0% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 24.37% | 64.32%-40.0pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,994 | $5,261-43.1% | $4,735-36.8% | $4,762-37.1% |
| Participant deferral / active EE | $7,385 | $7,109+3.9% | $6,709+10.1% | $5,850+26.2% |
| Admin fee / account holder | $5,332 | $12,120-56.0% | $10,261-48.0% | $11,596-54.0% |