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 | $63,470 | $177,572-64.3% | $154,803-59.0% | $142,382-55.4% |
| Participation rate | 52.4% | 82.1%-29.7pp | 78.1%-25.7pp | 80.1%-27.7pp |
| Annual return | 20.24% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,463 | $4,810-69.6% | $4,305-66.0% | $4,299-66.0% |
| Participant deferral / active EE | $2,659 | $6,272-57.6% | $5,540-52.0% | $6,507-59.1% |
| Admin fee / account holder | $2,190 | $16,786-87.0% | $14,329-84.7% | $12,624-82.6% |