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 | $39,621 | $210,408-81.2% | $153,485-74.2% | $145,922-72.8% |
| Participation rate | 60.0% | 82.1%-22.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 14.06% | 13.37%+0.7pp | 15.65%-1.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,763 | $6,048-70.9% | $5,039-65.0% | $4,660-62.2% |
| Participant deferral / active EE | $3,922 | $7,975-50.8% | $6,757-42.0% | $6,688-41.4% |
| Admin fee / account holder | $503 | $19,419-97.4% | $12,724-96.1% | $13,397-96.2% |