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 4-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 | $51,304 | $127,065-59.6% | $113,168-54.7% | $142,382-64.0% |
| Participation rate | 62.5% | 79.2%-16.7pp | 76.6%-14.1pp | 80.1%-17.6pp |
| Annual return | 21.37% | 24.03%-2.7pp | 24.27%-2.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,477 | $3,442-57.1% | $2,975-50.3% | $4,299-65.6% |
| Participant deferral / active EE | $5,633 | $5,716-1.5% | $5,107+10.3% | $6,507-13.4% |
| Admin fee / account holder | $1,100 | $15,736-93.0% | $12,068-90.9% | $12,624-91.3% |