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 | $37,532 | $159,602-76.5% | $150,045-75.0% | $142,382-73.6% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 46.97% | 70.24%-23.3pp | 62.55%-15.6pp | 217.08%-170.1pp |
| Employer contribution / active EE | $2,696 | $4,961-45.7% | $4,693-42.6% | $4,299-37.3% |
| Participant deferral / active EE | $3,770 | $8,310-54.6% | $7,997-52.9% | $6,507-42.1% |
| Admin fee / account holder | $423 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |