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 | $159,602-52.7% | $150,045-49.7% | $142,382-47.0% |
| Participation rate | 47.1% | 84.0%-36.9pp | 82.3%-35.3pp | 80.1%-33.1pp |
| Annual return | 19.66% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,942 | $4,961-60.9% | $4,693-58.6% | $4,299-54.8% |
| Participant deferral / active EE | $6,531 | $8,310-21.4% | $7,997-18.3% | $6,507+0.4% |
| Admin fee / account holder | $2,757 | $14,846-81.4% | $13,435-79.5% | $12,624-78.2% |