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 | $63,521 | $95,266-33.3% | $82,389-22.9% | $142,382-55.4% |
| Participation rate | 19.0% | 74.5%-55.4pp | 69.5%-50.5pp | 80.1%-61.1pp |
| Annual return | 16.99% | 25.74%-8.8pp | 28.67%-11.7pp | 217.08%-200.1pp |
| Employer contribution / active EE | $621 | $2,991-79.2% | $2,517-75.3% | $4,299-85.5% |
| Participant deferral / active EE | $1,904 | $4,809-60.4% | $4,155-54.2% | $6,507-70.7% |
| Admin fee / account holder | $47,130 | $8,563+450.4% | $7,231+551.8% | $12,624+273.3% |