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 | $87,987 | $214,378-59.0% | $200,582-56.1% | $142,382-38.2% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 23.67% | 46.41%-22.7pp | 42.33%-18.7pp | 217.08%-193.4pp |
| Employer contribution / active EE | $4,083 | $6,841-40.3% | $6,419-36.4% | $4,299-5.0% |
| Participant deferral / active EE | $6,944 | $9,865-29.6% | $9,331-25.6% | $6,507+6.7% |
| Admin fee / account holder | $4,490 | $17,692-74.6% | $16,305-72.5% | $12,624-64.4% |