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 7-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 | $53,068 | $179,726-70.5% | $156,263-66.0% | $142,382-62.7% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.9%-23.4pp | 80.1%-24.6pp |
| Annual return | 20.14% | 77.86%-57.7pp | 59.47%-39.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,666 | $5,069-67.1% | $4,333-61.5% | $4,299-61.2% |
| Participant deferral / active EE | $4,203 | $6,956-39.6% | $6,158-31.8% | $6,507-35.4% |
| Admin fee / account holder | $4,394 | $17,272-74.6% | $14,255-69.2% | $12,624-65.2% |