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 | $69,539 | $179,726-61.3% | $156,263-55.5% | $142,382-51.2% |
| Participation rate | 63.2% | 82.1%-18.9pp | 78.9%-15.7pp | 80.1%-17.0pp |
| Annual return | 13.03% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,290 | $5,069-74.6% | $4,333-70.2% | $4,299-70.0% |
| Participant deferral / active EE | $3,305 | $6,956-52.5% | $6,158-46.3% | $6,507-49.2% |
| Admin fee / account holder | $14,227 | $17,272-17.6% | $14,255-0.2% | $12,624+12.7% |