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 3-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 | $45,559 | $159,901-71.5% | $146,958-69.0% | $145,922-68.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.99% | 98.13%-80.1pp | 418.34%-400.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,105 | $5,286-60.2% | $4,933-57.3% | $4,660-54.8% |
| Participant deferral / active EE | $6,434 | $8,428-23.7% | $8,070-20.3% | $6,688-3.8% |
| Admin fee / account holder | $7,013 | $15,044-53.4% | $12,998-46.0% | $13,397-47.6% |