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 | $29,191 | $156,846-81.4% | $121,098-75.9% | $139,434-79.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 18.22% | 1474.56%-1456.3pp | 985.75%-967.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,456 | $5,536-55.6% | $4,164-41.0% | $4,751-48.3% |
| Participant deferral / active EE | $3,902 | $4,844-19.4% | $4,080-4.3% | $6,710-41.8% |
| Admin fee / account holder | $2,980 | $6,946-57.1% | $5,644-47.2% | $11,403-73.9% |