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 7-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 | $50,751 | $179,726-71.8% | $156,263-67.5% | $142,382-64.4% |
| Participation rate | 60.9% | 82.1%-21.2pp | 78.9%-18.0pp | 80.1%-19.3pp |
| Annual return | 20.06% | 77.86%-57.8pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,651 | $5,069-67.4% | $4,333-61.9% | $4,299-61.6% |
| Participant deferral / active EE | $5,047 | $6,956-27.4% | $6,158-18.0% | $6,507-22.4% |
| Admin fee / account holder | $328 | $17,272-98.1% | $14,255-97.7% | $12,624-97.4% |