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 | $35,205 | $172,111-79.5% | $150,298-76.6% | $137,256-74.4% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 24.81% | 69.37%-44.6pp | 62.79%-38.0pp | 220.34%-195.5pp |
| Employer contribution / active EE | $2,545 | $4,636-45.1% | $4,154-38.7% | $4,156-38.8% |
| Participant deferral / active EE | $8,124 | $6,166+31.8% | $5,453+49.0% | $6,407+26.8% |
| Admin fee / account holder | $967 | $16,471-94.1% | $14,116-93.2% | $12,270-92.1% |