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 | $76,735 | $214,378-64.2% | $200,582-61.7% | $142,382-46.1% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 24.83% | 46.41%-21.6pp | 42.33%-17.5pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,565 | $6,841-77.1% | $6,419-75.6% | $4,299-63.6% |
| Participant deferral / active EE | $5,390 | $9,865-45.4% | $9,331-42.2% | $6,507-17.2% |
| Admin fee / account holder | $846 | $17,692-95.2% | $16,305-94.8% | $12,624-93.3% |