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 | $73,032 | $177,572-58.9% | $154,803-52.8% | $142,382-48.7% |
| Participation rate | 42.1% | 82.1%-40.0pp | 78.1%-36.0pp | 80.1%-38.0pp |
| Annual return | 17.89% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,673 | $4,810-65.2% | $4,305-61.2% | $4,299-61.1% |
| Participant deferral / active EE | $4,261 | $6,272-32.1% | $5,540-23.1% | $6,507-34.5% |
| Admin fee / account holder | $799 | $16,786-95.2% | $14,329-94.4% | $12,624-93.7% |