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 | $23,826 | $148,534-84.0% | $135,903-82.5% | $139,434-82.9% |
| Participation rate | 68.2% | 83.9%-15.7pp | 81.9%-13.7pp | 80.3%-12.1pp |
| Annual return | 25.83% | 79.19%-53.4pp | 68.23%-42.4pp | 372.94%-347.1pp |
| Employer contribution / active EE | $3,748 | $5,243-28.5% | $4,856-22.8% | $4,751-21.1% |
| Participant deferral / active EE | $3,221 | $8,100-60.2% | $7,758-58.5% | $6,710-52.0% |
| Admin fee / account holder | $1,778 | $12,400-85.7% | $10,762-83.5% | $11,403-84.4% |