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 6-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 | $36,427 | $148,534-75.5% | $135,903-73.2% | $139,434-73.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 21.40% | 79.19%-57.8pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,487 | $5,243-71.6% | $4,856-69.4% | $4,751-68.7% |
| Participant deferral / active EE | $5,276 | $8,100-34.9% | $7,758-32.0% | $6,710-21.4% |
| Admin fee / account holder | $604 | $12,400-95.1% | $10,762-94.4% | $11,403-94.7% |