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 7-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 | $59,343 | $177,572-66.6% | $154,803-61.7% | $142,382-58.3% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 14.01% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $943 | $4,810-80.4% | $4,305-78.1% | $4,299-78.1% |
| Participant deferral / active EE | $4,168 | $6,272-33.5% | $5,540-24.8% | $6,507-36.0% |
| Admin fee / account holder | $315 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |