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 | $29,598 | $148,534-80.1% | $135,903-78.2% | $139,434-78.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 22.66% | 79.19%-56.5pp | 68.23%-45.6pp | 372.94%-350.3pp |
| Employer contribution / active EE | $3,676 | $5,243-29.9% | $4,856-24.3% | $4,751-22.6% |
| Participant deferral / active EE | $6,309 | $8,100-22.1% | $7,758-18.7% | $6,710-6.0% |
| Admin fee / account holder | $357 | $12,400-97.1% | $10,762-96.7% | $11,403-96.9% |