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 | $113,867 | $110,257+3.3% | $96,544+17.9% | $139,434-18.3% |
| Participation rate | 25.0% | 78.1%-53.1pp | 76.0%-51.0pp | 80.3%-55.3pp |
| Annual return | 18.43% | 26.32%-7.9pp | 25.84%-7.4pp | 372.94%-354.5pp |
| Employer contribution / active EE | $978 | $3,620-73.0% | $2,965-67.0% | $4,751-79.4% |
| Participant deferral / active EE | $2,216 | $5,548-60.1% | $4,851-54.3% | $6,710-67.0% |
| Admin fee / account holder | $808 | $11,591-93.0% | $8,252-90.2% | $11,403-92.9% |