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 | $18,819 | $175,202-89.3% | $149,673-87.4% | $139,434-86.5% |
| Participation rate | 53.8% | 83.4%-29.5pp | 78.8%-24.9pp | 80.3%-26.5pp |
| Annual return | 20.81% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,768 | $5,474-67.7% | $4,818-63.3% | $4,751-62.8% |
| Participant deferral / active EE | $3,953 | $6,519-39.4% | $5,680-30.4% | $6,710-41.1% |
| Admin fee / account holder | $1,982 | $16,150-87.7% | $13,210-85.0% | $11,403-82.6% |