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 | $159,602-69.7% | $150,045-67.8% | $142,382-66.1% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.3%-17.3pp | 80.1%-15.1pp |
| Annual return | 16.48% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,717 | $4,961-45.2% | $4,693-42.1% | $4,299-36.8% |
| Participant deferral / active EE | $7,981 | $8,310-4.0% | $7,997-0.2% | $6,507+22.6% |
| Admin fee / account holder | $9,985 | $14,846-32.7% | $13,435-25.7% | $12,624-20.9% |