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 3-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 | $89,155 | $159,602-44.1% | $150,045-40.6% | $142,382-37.4% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.3%-57.3pp | 80.1%-55.1pp |
| Annual return | 13.43% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,550 | $4,961-68.8% | $4,693-67.0% | $4,299-63.9% |
| Participant deferral / active EE | $5,875 | $8,310-29.3% | $7,997-26.5% | $6,507-9.7% |
| Admin fee / account holder | $1,071 | $14,846-92.8% | $13,435-92.0% | $12,624-91.5% |