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 | $75,365 | $114,381-34.1% | $107,525-29.9% | $142,382-47.1% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 20.27% | 242.71%-222.4pp | 181.32%-161.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,600 | $4,015-60.1% | $3,754-57.4% | $4,299-62.8% |
| Participant deferral / active EE | $3,900 | $5,564-29.9% | $5,116-23.8% | $6,507-40.1% |
| Admin fee / account holder | $623 | $9,860-93.7% | $8,919-93.0% | $12,624-95.1% |