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 | $172,111-57.6% | $150,298-51.4% | $137,256-46.8% |
| Participation rate | 42.1% | 81.7%-39.6pp | 77.8%-35.7pp | 80.0%-37.9pp |
| Annual return | 17.89% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,673 | $4,636-63.9% | $4,154-59.7% | $4,156-59.8% |
| Participant deferral / active EE | $4,261 | $6,166-30.9% | $5,453-21.9% | $6,407-33.5% |
| Admin fee / account holder | $799 | $16,471-95.2% | $14,116-94.3% | $12,270-93.5% |