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 4-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 | $65,516 | $159,602-59.0% | $150,045-56.3% | $142,382-54.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 16.99% | 70.24%-53.2pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,674 | $4,961-66.3% | $4,693-64.3% | $4,299-61.1% |
| Participant deferral / active EE | $6,616 | $8,310-20.4% | $7,997-17.3% | $6,507+1.7% |
| Admin fee / account holder | $1,271 | $14,846-91.4% | $13,435-90.5% | $12,624-89.9% |