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 | $19,496 | $67,823-71.3% | $52,425-62.8% | $137,256-85.8% |
| Participation rate | 55.6% | 63.9%-8.4pp | 55.6%-0.1pp | 80.0%-24.4pp |
| Annual return | 12.98% | 219.11%-206.1pp | 302.12%-289.1pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,136 | $1,163-2.3% | $914+24.2% | $4,156-72.7% |
| Participant deferral / active EE | $1,428 | $2,288-37.6% | $1,790-20.2% | $6,407-77.7% |
| Admin fee / account holder | $2,746 | $2,844-3.4% | $2,495+10.1% | $12,270-77.6% |