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 3-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 | $53,664 | $154,228-65.2% | $145,433-63.1% | $137,256-60.9% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 22.47% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,227 | $4,804-74.5% | $4,554-73.1% | $4,156-70.5% |
| Participant deferral / active EE | $6,149 | $8,216-25.2% | $7,897-22.1% | $6,407-4.0% |
| Admin fee / account holder | $344 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |