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 | $46,878 | $159,602-70.6% | $150,045-68.8% | $142,382-67.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 18.29% | 70.24%-51.9pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,289 | $4,961-13.5% | $4,693-8.6% | $4,299-0.2% |
| Participant deferral / active EE | $2,742 | $8,310-67.0% | $7,997-65.7% | $6,507-57.9% |
| Admin fee / account holder | $304 | $14,846-98.0% | $13,435-97.7% | $12,624-97.6% |