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 | $46,873 | $106,584-56.0% | $101,326-53.7% | $142,382-67.1% |
| Participation rate | 63.2% | 82.7%-19.5pp | 81.5%-18.3pp | 80.1%-17.0pp |
| Annual return | 16.85% | 36.93%-20.1pp | 36.82%-20.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,565 | $3,956-60.4% | $3,665-57.3% | $4,299-63.6% |
| Participant deferral / active EE | $3,007 | $8,297-63.8% | $7,994-62.4% | $6,507-53.8% |
| Admin fee / account holder | $956 | $11,446-91.6% | $11,185-91.5% | $12,624-92.4% |