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 | $75,185 | $154,228-51.3% | $145,433-48.3% | $137,256-45.2% |
| Participation rate | 35.7% | 83.8%-48.1pp | 82.1%-46.4pp | 80.0%-44.2pp |
| Annual return | 16.78% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,527 | $4,804-68.2% | $4,554-66.5% | $4,156-63.3% |
| Participant deferral / active EE | $2,878 | $8,216-65.0% | $7,897-63.6% | $6,407-55.1% |
| Admin fee / account holder | $1,662 | $14,344-88.4% | $13,129-87.3% | $12,270-86.5% |