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 | $88,168 | $154,228-42.8% | $145,433-39.4% | $137,256-35.8% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 80.0%-11.8pp |
| Annual return | 17.74% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,750 | $4,804-21.9% | $4,554-17.7% | $4,156-9.8% |
| Participant deferral / active EE | $9,785 | $8,216+19.1% | $7,897+23.9% | $6,407+52.7% |
| Admin fee / account holder | $1,499 | $14,344-89.6% | $13,129-88.6% | $12,270-87.8% |