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 | $120,718 | $159,602-24.4% | $150,045-19.5% | $142,382-15.2% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 13.42% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,447 | $4,961-10.3% | $4,693-5.2% | $4,299+3.5% |
| Participant deferral / active EE | $7,706 | $8,310-7.3% | $7,997-3.6% | $6,507+18.4% |
| Admin fee / account holder | $606 | $14,846-95.9% | $13,435-95.5% | $12,624-95.2% |