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 | $38,183 | $159,602-76.1% | $150,045-74.6% | $142,382-73.2% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.3%-17.3pp | 80.1%-15.1pp |
| Annual return | 44.93% | 70.24%-25.3pp | 62.55%-17.6pp | 217.08%-172.1pp |
| Employer contribution / active EE | $2,828 | $4,961-43.0% | $4,693-39.7% | $4,299-34.2% |
| Participant deferral / active EE | $6,026 | $8,310-27.5% | $7,997-24.6% | $6,507-7.4% |
| Admin fee / account holder | $1,214 | $14,846-91.8% | $13,435-91.0% | $12,624-90.4% |