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 | $45,154 | $159,602-71.7% | $150,045-69.9% | $142,382-68.3% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.3%-29.9pp | 80.1%-27.7pp |
| Annual return | 28.31% | 70.24%-41.9pp | 62.55%-34.2pp | 217.08%-188.8pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,726 | $8,310+5.0% | $7,997+9.1% | $6,507+34.1% |
| Admin fee / account holder | $58,269 | $14,846+292.5% | $13,435+333.7% | $12,624+361.6% |