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 | $179,726-75.2% | $156,263-71.5% | $142,382-68.7% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.9%-45.6pp | 80.1%-46.8pp |
| Annual return | 24.17% | 77.86%-53.7pp | 59.47%-35.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,209 | $5,069-76.2% | $4,333-72.1% | $4,299-71.9% |
| Participant deferral / active EE | $5,208 | $6,956-25.1% | $6,158-15.4% | $6,507-20.0% |
| Admin fee / account holder | $464 | $17,272-97.3% | $14,255-96.7% | $12,624-96.3% |