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 8-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 | $75,481 | $154,228-51.1% | $145,433-48.1% | $137,256-45.0% |
| Participation rate | 47.1% | 83.8%-36.7pp | 82.1%-35.1pp | 80.0%-32.9pp |
| Annual return | 19.66% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,942 | $4,804-59.6% | $4,554-57.4% | $4,156-53.3% |
| Participant deferral / active EE | $6,531 | $8,216-20.5% | $7,897-17.3% | $6,407+1.9% |
| Admin fee / account holder | $2,757 | $14,344-80.8% | $13,129-79.0% | $12,270-77.5% |