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 | $81,033 | $159,602-49.2% | $150,045-46.0% | $142,382-43.1% |
| Participation rate | 65.2% | 84.0%-18.8pp | 82.3%-17.1pp | 80.1%-14.9pp |
| Annual return | 17.88% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,270 | $4,961-34.1% | $4,693-30.3% | $4,299-23.9% |
| Participant deferral / active EE | $8,552 | $8,310+2.9% | $7,997+6.9% | $6,507+31.4% |
| Admin fee / account holder | $3,168 | $14,846-78.7% | $13,435-76.4% | $12,624-74.9% |