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 6-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 | $73,978 | $214,378-65.5% | $200,582-63.1% | $142,382-48.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 29.68% | 46.41%-16.7pp | 42.33%-12.7pp | 217.08%-187.4pp |
| Employer contribution / active EE | $3,360 | $6,841-50.9% | $6,419-47.7% | $4,299-21.9% |
| Participant deferral / active EE | $12,398 | $9,865+25.7% | $9,331+32.9% | $6,507+90.5% |
| Admin fee / account holder | $1,293 | $17,692-92.7% | $16,305-92.1% | $12,624-89.8% |