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 | $108,533 | $159,602-32.0% | $150,045-27.7% | $142,382-23.8% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.3%-54.5pp | 80.1%-52.3pp |
| Annual return | 26.55% | 70.24%-43.7pp | 62.55%-36.0pp | 217.08%-190.5pp |
| Employer contribution / active EE | $2,701 | $4,961-45.5% | $4,693-42.4% | $4,299-37.2% |
| Participant deferral / active EE | $5,232 | $8,310-37.0% | $7,997-34.6% | $6,507-19.6% |
| Admin fee / account holder | $7,415 | $14,846-50.1% | $13,435-44.8% | $12,624-41.3% |