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 | $44,173 | $154,228-71.4% | $145,433-69.6% | $137,256-67.8% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 30.67% | 74.59%-43.9pp | 66.58%-35.9pp | 220.34%-189.7pp |
| Employer contribution / active EE | $1,884 | $4,804-60.8% | $4,554-58.6% | $4,156-54.7% |
| Participant deferral / active EE | $3,212 | $8,216-60.9% | $7,897-59.3% | $6,407-49.9% |
| Admin fee / account holder | $4,114 | $14,344-71.3% | $13,129-68.7% | $12,270-66.5% |