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 | $128,017 | $159,602-19.8% | $150,045-14.7% | $142,382-10.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 22.79% | 70.24%-47.4pp | 62.55%-39.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $13,322 | $4,961+168.6% | $4,693+183.9% | $4,299+209.9% |
| Participant deferral / active EE | $3,331 | $8,310-59.9% | $7,997-58.3% | $6,507-48.8% |
| Admin fee / account holder | $1,699 | $14,846-88.6% | $13,435-87.4% | $12,624-86.5% |