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 6-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 | $38,463 | $179,726-78.6% | $156,263-75.4% | $142,382-73.0% |
| Participation rate | 56.5% | 82.1%-25.6pp | 78.9%-22.4pp | 80.1%-23.6pp |
| Annual return | 19.80% | 77.86%-58.1pp | 59.47%-39.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,703 | $5,069-66.4% | $4,333-60.7% | $4,299-60.4% |
| Participant deferral / active EE | $3,784 | $6,956-45.6% | $6,158-38.5% | $6,507-41.8% |
| Admin fee / account holder | $2,423 | $17,272-86.0% | $14,255-83.0% | $12,624-80.8% |