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 | $19,575 | $159,602-87.7% | $150,045-87.0% | $142,382-86.3% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 28.03% | 70.24%-42.2pp | 62.55%-34.5pp | 217.08%-189.0pp |
| Employer contribution / active EE | $1,396 | $4,961-71.9% | $4,693-70.2% | $4,299-67.5% |
| Participant deferral / active EE | $3,091 | $8,310-62.8% | $7,997-61.3% | $6,507-52.5% |
| Admin fee / account holder | $7,116 | $14,846-52.1% | $13,435-47.0% | $12,624-43.6% |