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 4-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 | $78,254 | $111,535-29.8% | $105,223-25.6% | $137,256-43.0% |
| Participation rate | 22.7% | 78.1%-55.4pp | 75.0%-52.3pp | 80.0%-57.2pp |
| Annual return | 18.77% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $866 | $3,939-78.0% | $3,689-76.5% | $4,156-79.2% |
| Participant deferral / active EE | $3,244 | $5,500-41.0% | $5,072-36.0% | $6,407-49.4% |
| Admin fee / account holder | $2,755 | $9,721-71.7% | $8,859-68.9% | $12,270-77.5% |