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 | $69,892 | $177,572-60.6% | $154,803-54.9% | $142,382-50.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 20.33% | 65.07%-44.7pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,297 | $4,810-31.5% | $4,305-23.4% | $4,299-23.3% |
| Participant deferral / active EE | $4,977 | $6,272-20.6% | $5,540-10.2% | $6,507-23.5% |
| Admin fee / account holder | $517 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |