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 | $75,285 | $148,534-49.3% | $135,903-44.6% | $139,434-46.0% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 39.37% | 79.19%-39.8pp | 68.23%-28.9pp | 372.94%-333.6pp |
| Employer contribution / active EE | $4,721 | $5,243-9.9% | $4,856-2.8% | $4,751-0.6% |
| Participant deferral / active EE | $6,702 | $8,100-17.3% | $7,758-13.6% | $6,710-0.1% |
| Admin fee / account holder | $338 | $12,400-97.3% | $10,762-96.9% | $11,403-97.0% |