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 | $64,981 | $159,602-59.3% | $150,045-56.7% | $142,382-54.4% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.3%-23.5pp | 80.1%-21.3pp |
| Annual return | 19.35% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,035 | $4,961-59.0% | $4,693-56.6% | $4,299-52.7% |
| Participant deferral / active EE | $4,459 | $8,310-46.3% | $7,997-44.2% | $6,507-31.5% |
| Admin fee / account holder | $5,434 | $14,846-63.4% | $13,435-59.6% | $12,624-57.0% |