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 | $120,901 | $177,572-31.9% | $154,803-21.9% | $142,382-15.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 60.14% | 65.07%-4.9pp | 58.88%+1.3pp | 217.08%-156.9pp |
| Employer contribution / active EE | $5,906 | $4,810+22.8% | $4,305+37.2% | $4,299+37.4% |
| Participant deferral / active EE | $11,195 | $6,272+78.5% | $5,540+102.1% | $6,507+72.0% |
| Admin fee / account holder | $1,044 | $16,786-93.8% | $14,329-92.7% | $12,624-91.7% |