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 | $24,645 | $179,726-86.3% | $156,263-84.2% | $142,382-82.7% |
| Participation rate | 64.7% | 82.1%-17.4pp | 78.9%-14.2pp | 80.1%-15.4pp |
| Annual return | 21.56% | 77.86%-56.3pp | 59.47%-37.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,791 | $6,956-59.9% | $6,158-54.7% | $6,507-57.1% |
| Admin fee / account holder | $302 | $17,272-98.3% | $14,255-97.9% | $12,624-97.6% |