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 | $123,245 | $57,590+114.0% | $86,233+42.9% | $82,448+49.5% |
| Participation rate | 10.0% | 57.9%-47.9pp | 69.0%-59.0pp | 68.1%-58.1pp |
| Annual return | 15.34% | 22.41%-7.1pp | 61.39%-46.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $286 | $1,655-82.7% | $2,504-88.6% | $2,551-88.8% |
| Participant deferral / active EE | $1,774 | $3,080-42.4% | $4,559-61.1% | $4,139-57.1% |
| Admin fee / account holder | $2,449 | $4,730-48.2% | $8,342-70.6% | $7,234-66.1% |