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 | $100,970-70.6% | $96,576-69.3% | $137,256-78.4% |
| Participation rate | 20.0% | 82.6%-62.6pp | 81.4%-61.4pp | 80.0%-60.0pp |
| Annual return | 16.81% | 38.16%-21.4pp | 38.47%-21.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,277 | $3,809-66.5% | $3,553-64.0% | $4,156-69.3% |
| Participant deferral / active EE | $5,710 | $8,286-31.1% | $7,956-28.2% | $6,407-10.9% |
| Admin fee / account holder | $12,539 | $11,312+10.8% | $11,381+10.2% | $12,270+2.2% |