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 | $154,228-57.5% | $145,433-55.0% | $137,256-52.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.99% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,674 | $4,804-65.2% | $4,554-63.3% | $4,156-59.7% |
| Participant deferral / active EE | $6,616 | $8,216-19.5% | $7,897-16.2% | $6,407+3.3% |
| Admin fee / account holder | $1,271 | $14,344-91.1% | $13,129-90.3% | $12,270-89.6% |