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 | $39,257 | $77,899-49.6% | $149,673-73.8% | $75,163-47.8% |
| Participation rate | 37.8% | 65.6%-27.7pp | 78.8%-40.9pp | 67.2%-29.4pp |
| Annual return | 16.83% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,142 | $3,137-63.6% | $4,818-76.3% | $2,670-57.2% |
| Participant deferral / active EE | $4,078 | $3,411+19.6% | $5,680-28.2% | $4,125-1.1% |
| Admin fee / account holder | $1,719 | $5,956-71.1% | $13,210-87.0% | $5,651-69.6% |