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 | $33,174 | $159,602-79.2% | $150,045-77.9% | $142,382-76.7% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.3%-18.7pp | 80.1%-16.5pp |
| Annual return | 12.99% | 70.24%-57.2pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,534 | $4,961-69.1% | $4,693-67.3% | $4,299-64.3% |
| Participant deferral / active EE | $3,878 | $8,310-53.3% | $7,997-51.5% | $6,507-40.4% |
| Admin fee / account holder | $10,442 | $14,846-29.7% | $13,435-22.3% | $12,624-17.3% |