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 | $22,910 | $112,729-79.7% | $98,716-76.8% | $137,256-83.3% |
| Participation rate | 30.4% | 74.2%-43.8pp | 69.3%-38.9pp | 80.0%-49.5pp |
| Annual return | 18.79% | 38.48%-19.7pp | 31.81%-13.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $585 | $2,725-78.5% | $2,279-74.3% | $4,156-85.9% |
| Participant deferral / active EE | $1,732 | $4,640-62.7% | $4,048-57.2% | $6,407-73.0% |
| Admin fee / account holder | $5,128 | $10,129-49.4% | $8,703-41.1% | $12,270-58.2% |