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 | $113,945 | $177,572-35.8% | $154,803-26.4% | $142,382-20.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 12.30% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,734 | $4,810-64.0% | $4,305-59.7% | $4,299-59.7% |
| Participant deferral / active EE | $4,074 | $6,272-35.0% | $5,540-26.5% | $6,507-37.4% |
| Admin fee / account holder | $8,287 | $16,786-50.6% | $14,329-42.2% | $12,624-34.4% |