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 6-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 | $23,101 | $148,534-84.4% | $135,903-83.0% | $139,434-83.4% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 12.96% | 79.19%-66.2pp | 68.23%-55.3pp | 372.94%-360.0pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,257 | $8,100-59.8% | $7,758-58.0% | $6,710-51.5% |
| Admin fee / account holder | $541 | $12,400-95.6% | $10,762-95.0% | $11,403-95.3% |