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 | $61,110 | $154,228-60.4% | $145,433-58.0% | $137,256-55.5% |
| Participation rate | 61.9% | 83.8%-21.9pp | 82.1%-20.2pp | 80.0%-18.1pp |
| Annual return | 18.27% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,667 | $4,804-44.5% | $4,554-41.4% | $4,156-35.8% |
| Participant deferral / active EE | $4,657 | $8,216-43.3% | $7,897-41.0% | $6,407-27.3% |
| Admin fee / account holder | $552 | $14,344-96.2% | $13,129-95.8% | $12,270-95.5% |