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 | $159,602-44.1% | $150,045-40.5% | $142,382-37.3% |
| Participation rate | 30.8% | 84.0%-53.2pp | 82.3%-51.6pp | 80.1%-49.4pp |
| Annual return | 17.17% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,072 | $4,961-78.4% | $4,693-77.2% | $4,299-75.1% |
| Participant deferral / active EE | $7,025 | $8,310-15.5% | $7,997-12.2% | $6,507+8.0% |
| Admin fee / account holder | $1,193 | $14,846-92.0% | $13,435-91.1% | $12,624-90.5% |