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 | $79,940 | $159,602-49.9% | $150,045-46.7% | $142,382-43.9% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.3%-17.6pp | 80.1%-15.4pp |
| Annual return | 19.44% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,621 | $4,961-27.0% | $4,693-22.8% | $4,299-15.8% |
| Participant deferral / active EE | $7,289 | $8,310-12.3% | $7,997-8.8% | $6,507+12.0% |
| Admin fee / account holder | $2,297 | $14,846-84.5% | $13,435-82.9% | $12,624-81.8% |