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 4-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 | $49,821 | $159,602-68.8% | $150,045-66.8% | $142,382-65.0% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.3%-40.7pp | 80.1%-38.5pp |
| Annual return | 16.71% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,241 | $4,961-75.0% | $4,693-73.6% | $4,299-71.1% |
| Participant deferral / active EE | $3,051 | $8,310-63.3% | $7,997-61.9% | $6,507-53.1% |
| Admin fee / account holder | $522 | $14,846-96.5% | $13,435-96.1% | $12,624-95.9% |