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 7-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 | $44,516 | $178,174-75.0% | $156,181-71.5% | $137,256-67.6% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 24.17% | 84.19%-60.0pp | 64.87%-40.7pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,209 | $4,972-75.7% | $4,294-71.8% | $4,156-70.9% |
| Participant deferral / active EE | $5,208 | $6,888-24.4% | $6,132-15.1% | $6,407-18.7% |
| Admin fee / account holder | $464 | $17,404-97.3% | $14,586-96.8% | $12,270-96.2% |