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 | $27,850 | $95,266-70.8% | $82,389-66.2% | $142,382-80.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 14.51% | 25.74%-11.2pp | 28.67%-14.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,266 | $2,991-57.7% | $2,517-49.7% | $4,299-70.5% |
| Participant deferral / active EE | $1,837 | $4,809-61.8% | $4,155-55.8% | $6,507-71.8% |
| Admin fee / account holder | $839 | $8,563-90.2% | $7,231-88.4% | $12,624-93.4% |