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 | $90,375 | $154,228-41.4% | $145,433-37.9% | $137,256-34.2% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 19.60% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,556 | $4,804-67.6% | $4,554-65.8% | $4,156-62.6% |
| Participant deferral / active EE | $4,472 | $8,216-45.6% | $7,897-43.4% | $6,407-30.2% |
| Admin fee / account holder | $2,358 | $14,344-83.6% | $13,129-82.0% | $12,270-80.8% |