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 7-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 | $79,826 | $154,228-48.2% | $145,433-45.1% | $137,256-41.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 18.57% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,472 | $4,804-69.4% | $4,554-67.7% | $4,156-64.6% |
| Participant deferral / active EE | $4,368 | $8,216-46.8% | $7,897-44.7% | $6,407-31.8% |
| Admin fee / account holder | $664 | $14,344-95.4% | $13,129-94.9% | $12,270-94.6% |