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 | $54,412 | $238,490-77.2% | $180,183-69.8% | $142,382-61.8% |
| Participation rate | 57.1% | 82.3%-25.1pp | 77.4%-20.3pp | 80.1%-23.0pp |
| Annual return | 19.38% | 33.56%-14.2pp | 27.86%-8.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,448 | $6,143-76.4% | $5,039-71.3% | $4,299-66.3% |
| Participant deferral / active EE | $2,615 | $7,996-67.3% | $6,822-61.7% | $6,507-59.8% |
| Admin fee / account holder | $685 | $28,866-97.6% | $19,975-96.6% | $12,624-94.6% |