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 4-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 | $105,313 | $159,602-34.0% | $150,045-29.8% | $142,382-26.0% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.3%-23.2pp | 80.1%-21.0pp |
| Annual return | 19.39% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,787 | $4,961-64.0% | $4,693-61.9% | $4,299-58.4% |
| Participant deferral / active EE | $4,900 | $8,310-41.0% | $7,997-38.7% | $6,507-24.7% |
| Admin fee / account holder | $686 | $14,846-95.4% | $13,435-94.9% | $12,624-94.6% |