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 | $34,063 | $209,411-83.7% | $178,490-80.9% | $158,922-78.6% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 15.26% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,325 | $5,706-76.8% | $5,011-73.6% | $4,761-72.2% |
| Participant deferral / active EE | $6,662 | $5,954+11.9% | $5,202+28.1% | $5,982+11.4% |
| Admin fee / account holder | $901 | $17,074-94.7% | $13,984-93.6% | $11,246-92.0% |