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 6-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 | $89,230 | $154,228-42.1% | $145,433-38.6% | $137,256-35.0% |
| Participation rate | 30.8% | 83.8%-53.0pp | 82.1%-51.4pp | 80.0%-49.2pp |
| Annual return | 17.17% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,072 | $4,804-77.7% | $4,554-76.5% | $4,156-74.2% |
| Participant deferral / active EE | $7,025 | $8,216-14.5% | $7,897-11.0% | $6,407+9.7% |
| Admin fee / account holder | $1,193 | $14,344-91.7% | $13,129-90.9% | $12,270-90.3% |