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 | $35,463 | $154,228-77.0% | $145,433-75.6% | $137,256-74.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 20.22% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,208 | $4,804-54.0% | $4,554-51.5% | $4,156-46.9% |
| Participant deferral / active EE | $5,326 | $8,216-35.2% | $7,897-32.6% | $6,407-16.9% |
| Admin fee / account holder | $493 | $14,344-96.6% | $13,129-96.2% | $12,270-96.0% |