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 3-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 | $25,751 | $111,754-77.0% | $103,333-75.1% | $145,922-82.4% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.7pp |
| Annual return | 13.23% | 24.77%-11.5pp | 24.88%-11.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,673 | $4,212-60.3% | $3,868-56.8% | $4,660-64.1% |
| Participant deferral / active EE | $2,954 | $5,619-47.4% | $5,057-41.6% | $6,688-55.8% |
| Admin fee / account holder | $2,083 | $9,750-78.6% | $8,355-75.1% | $13,397-84.5% |