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 | $29,643 | $106,584-72.2% | $101,326-70.7% | $142,382-79.2% |
| Participation rate | 20.0% | 82.7%-62.7pp | 81.5%-61.5pp | 80.1%-60.1pp |
| Annual return | 16.81% | 36.93%-20.1pp | 36.82%-20.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,277 | $3,956-67.7% | $3,665-65.1% | $4,299-70.3% |
| Participant deferral / active EE | $5,710 | $8,297-31.2% | $7,994-28.6% | $6,507-12.3% |
| Admin fee / account holder | $12,539 | $11,446+9.5% | $11,185+12.1% | $12,624-0.7% |