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 | $22,822 | $154,228-85.2% | $145,433-84.3% | $137,256-83.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 20.71% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,867 | $4,804-61.1% | $4,554-59.0% | $4,156-55.1% |
| Participant deferral / active EE | $3,677 | $8,216-55.2% | $7,897-53.4% | $6,407-42.6% |
| Admin fee / account holder | $2,876 | $14,344-80.0% | $13,129-78.1% | $12,270-76.6% |