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 7-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 | $40,160 | $177,572-77.4% | $154,803-74.1% | $142,382-71.8% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.1%-9.3pp | 80.1%-11.4pp |
| Annual return | 17.62% | 65.07%-47.4pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,625 | $4,810-45.4% | $4,305-39.0% | $4,299-38.9% |
| Participant deferral / active EE | $6,688 | $6,272+6.6% | $5,540+20.7% | $6,507+2.8% |
| Admin fee / account holder | $1,224 | $16,786-92.7% | $14,329-91.5% | $12,624-90.3% |