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 5-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 | $42,879 | $178,174-75.9% | $156,181-72.5% | $137,256-68.8% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.8%-32.7pp | 80.0%-33.8pp |
| Annual return | 19.57% | 84.19%-64.6pp | 64.87%-45.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,251 | $4,972-74.8% | $4,294-70.9% | $4,156-69.9% |
| Participant deferral / active EE | $3,257 | $6,888-52.7% | $6,132-46.9% | $6,407-49.2% |
| Admin fee / account holder | $837 | $17,404-95.2% | $14,586-94.3% | $12,270-93.2% |