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 | $40,277 | $45,343-11.2% | $150,298-73.2% | $67,986-40.8% |
| Participation rate | 40.8% | 51.9%-11.1pp | 77.8%-37.0pp | 57.2%-16.4pp |
| Annual return | 17.79% | 33.28%-15.5pp | 62.79%-45.0pp | 31.67%-13.9pp |
| Employer contribution / active EE | $582 | $1,462-60.2% | $4,154-86.0% | $2,019-71.2% |
| Participant deferral / active EE | $1,566 | $2,055-23.8% | $5,453-71.3% | $3,358-53.4% |
| Admin fee / account holder | $2,852 | $2,250+26.8% | $14,116-79.8% | $3,203-11.0% |