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 | $61,423 | $177,572-65.4% | $154,803-60.3% | $142,382-56.9% |
| Participation rate | 27.3% | 82.1%-54.8pp | 78.1%-50.8pp | 80.1%-52.8pp |
| Annual return | 20.18% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,961 | $4,810-38.4% | $4,305-31.2% | $4,299-31.1% |
| Participant deferral / active EE | $5,497 | $6,272-12.3% | $5,540-0.8% | $6,507-15.5% |
| Admin fee / account holder | $6,894 | $16,786-58.9% | $14,329-51.9% | $12,624-45.4% |