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 | $48,292 | $154,228-68.7% | $145,433-66.8% | $137,256-64.8% |
| Participation rate | 65.0% | 83.8%-18.8pp | 82.1%-17.1pp | 80.0%-15.0pp |
| Annual return | 16.48% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,717 | $4,804-43.4% | $4,554-40.3% | $4,156-34.6% |
| Participant deferral / active EE | $7,981 | $8,216-2.9% | $7,897+1.1% | $6,407+24.6% |
| Admin fee / account holder | $9,985 | $14,344-30.4% | $13,129-23.9% | $12,270-18.6% |