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 9-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 | $114,748 | $179,726-36.2% | $156,263-26.6% | $142,382-19.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 21.92% | 77.86%-55.9pp | 59.47%-37.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,675 | $5,069-47.2% | $4,333-38.3% | $4,299-37.8% |
| Participant deferral / active EE | $4,902 | $6,956-29.5% | $6,158-20.4% | $6,507-24.7% |
| Admin fee / account holder | $1,219 | $17,272-92.9% | $14,255-91.4% | $12,624-90.3% |