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 | $57,920 | $159,602-63.7% | $150,045-61.4% | $142,382-59.3% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.3%-13.6pp | 80.1%-11.4pp |
| Annual return | 14.36% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,053 | $4,961-38.5% | $4,693-34.9% | $4,299-29.0% |
| Participant deferral / active EE | $8,141 | $8,310-2.0% | $7,997+1.8% | $6,507+25.1% |
| Admin fee / account holder | $2,834 | $14,846-80.9% | $13,435-78.9% | $12,624-77.5% |