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 8-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 | $103,623 | $159,602-35.1% | $150,045-30.9% | $142,382-27.2% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.3%-26.8pp | 80.1%-24.6pp |
| Annual return | 18.39% | 70.24%-51.8pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,046 | $4,961-18.4% | $4,693-13.8% | $4,299-5.9% |
| Participant deferral / active EE | $11,805 | $8,310+42.1% | $7,997+47.6% | $6,507+81.4% |
| Admin fee / account holder | $9,060 | $14,846-39.0% | $13,435-32.6% | $12,624-28.2% |