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 | $136,211 | $214,378-36.5% | $200,582-32.1% | $142,382-4.3% |
| Participation rate | 39.1% | 87.4%-48.3pp | 86.9%-47.8pp | 80.1%-41.0pp |
| Annual return | 17.22% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,685 | $6,841-75.4% | $6,419-73.8% | $4,299-60.8% |
| Participant deferral / active EE | $4,707 | $9,865-52.3% | $9,331-49.6% | $6,507-27.7% |
| Admin fee / account holder | $11,669 | $17,692-34.0% | $16,305-28.4% | $12,624-7.6% |