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 | $23,372 | $148,534-84.3% | $135,903-82.8% | $139,434-83.2% |
| Participation rate | 27.8% | 83.9%-56.1pp | 81.9%-54.1pp | 80.3%-52.5pp |
| Annual return | 26.98% | 79.19%-52.2pp | 68.23%-41.3pp | 372.94%-346.0pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,588 | $8,100-68.1% | $7,758-66.6% | $6,710-61.4% |
| Admin fee / account holder | $8,167 | $12,400-34.1% | $10,762-24.1% | $11,403-28.4% |