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 4-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 | $38,233 | $179,726-78.7% | $156,263-75.5% | $142,382-73.1% |
| Participation rate | 52.9% | 82.1%-29.1pp | 78.9%-26.0pp | 80.1%-27.2pp |
| Annual return | 17.27% | 77.86%-60.6pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,508 | $5,069-30.8% | $4,333-19.0% | $4,299-18.4% |
| Participant deferral / active EE | $7,942 | $6,956+14.2% | $6,158+29.0% | $6,507+22.0% |
| Admin fee / account holder | $14,027 | $17,272-18.8% | $14,255-1.6% | $12,624+11.1% |