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 4-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 | $50,067 | $214,378-76.6% | $200,582-75.0% | $142,382-64.8% |
| Participation rate | 42.9% | 87.4%-44.6pp | 86.9%-44.0pp | 80.1%-37.3pp |
| Annual return | 20.76% | 46.41%-25.6pp | 42.33%-21.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,772 | $6,841-44.9% | $6,419-41.2% | $4,299-12.3% |
| Participant deferral / active EE | $3,894 | $9,865-60.5% | $9,331-58.3% | $6,507-40.2% |
| Admin fee / account holder | $1,817 | $17,692-89.7% | $16,305-88.9% | $12,624-85.6% |