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 | $123,092 | $163,101-24.5% | $136,749-10.0% | $142,382-13.5% |
| Participation rate | 54.5% | 78.2%-23.7pp | 72.1%-17.6pp | 80.1%-25.6pp |
| Annual return | 17.77% | 27.54%-9.8pp | 24.33%-6.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,274 | $4,117+3.8% | $3,400+25.7% | $4,299-0.6% |
| Participant deferral / active EE | $10,395 | $5,585+86.1% | $4,692+121.6% | $6,507+59.8% |
| Admin fee / account holder | $1,079 | $14,318-92.5% | $11,386-90.5% | $12,624-91.5% |