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 4-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 | $158,613 | $154,228+2.8% | $145,433+9.1% | $137,256+15.6% |
| Participation rate | 16.7% | 83.8%-67.1pp | 82.1%-65.5pp | 80.0%-63.3pp |
| Annual return | 25.57% | 74.59%-49.0pp | 66.58%-41.0pp | 220.34%-194.8pp |
| Employer contribution / active EE | $2,380 | $4,804-50.5% | $4,554-47.7% | $4,156-42.7% |
| Participant deferral / active EE | $5,250 | $8,216-36.1% | $7,897-33.5% | $6,407-18.1% |
| Admin fee / account holder | $627 | $14,344-95.6% | $13,129-95.2% | $12,270-94.9% |