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 6-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 | $77,685 | $111,535-30.3% | $105,223-26.2% | $137,256-43.4% |
| Participation rate | 35.0% | 78.1%-43.1pp | 75.0%-40.0pp | 80.0%-45.0pp |
| Annual return | 19.15% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,443 | $3,939-12.6% | $3,689-6.7% | $4,156-17.2% |
| Participant deferral / active EE | $5,963 | $5,500+8.4% | $5,072+17.6% | $6,407-6.9% |
| Admin fee / account holder | $2,557 | $9,721-73.7% | $8,859-71.1% | $12,270-79.2% |