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 | $20,361 | $73,933-72.5% | $96,683-78.9% | $75,163-72.9% |
| Participation rate | 45.3% | 66.4%-21.1pp | 74.3%-29.0pp | 67.2%-21.9pp |
| Annual return | 17.83% | 26.70%-8.9pp | 35.69%-17.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,304 | $2,928-55.5% | $3,737-65.1% | $2,670-51.2% |
| Participant deferral / active EE | $3,232 | $3,659-11.7% | $4,878-33.7% | $4,125-21.6% |
| Admin fee / account holder | $2,936 | $5,216-43.7% | $6,730-56.4% | $5,651-48.1% |