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 | $45,460 | $105,859-57.1% | $90,160-49.6% | $147,584-69.2% |
| Participation rate | 40.0% | 79.7%-39.7pp | 76.9%-36.9pp | 82.8%-42.8pp |
| Annual return | 12.82% | 37.63%-24.8pp | 34.88%-22.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,029 | $4,126-75.1% | $3,318-69.0% | $4,876-78.9% |
| Participant deferral / active EE | $2,365 | $5,733-58.7% | $5,288-55.3% | $5,439-56.5% |
| Admin fee / account holder | $1,935 | $8,046-76.0% | $5,943-67.4% | $10,885-82.2% |