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 5-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 | $55,632 | $148,534-62.5% | $135,903-59.1% | $139,434-60.1% |
| Participation rate | 64.7% | 83.9%-19.1pp | 81.9%-17.2pp | 80.3%-15.6pp |
| Annual return | 65.67% | 79.19%-13.5pp | 68.23%-2.6pp | 372.94%-307.3pp |
| Employer contribution / active EE | $3,375 | $5,243-35.6% | $4,856-30.5% | $4,751-29.0% |
| Participant deferral / active EE | $8,364 | $8,100+3.3% | $7,758+7.8% | $6,710+24.6% |
| Admin fee / account holder | $367 | $12,400-97.0% | $10,762-96.6% | $11,403-96.8% |