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 | $32,724 | $61,272-46.6% | $149,673-78.1% | $71,457-54.2% |
| Participation rate | 35.4% | 62.5%-27.1pp | 78.8%-43.4pp | 67.9%-32.5pp |
| Annual return | 15.65% | 35.85%-20.2pp | 134.42%-118.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $815 | $2,378-65.7% | $4,818-83.1% | $2,588-68.5% |
| Participant deferral / active EE | $1,669 | $2,917-42.8% | $5,680-70.6% | $4,289-61.1% |
| Admin fee / account holder | $1,564 | $1,261+24.0% | $13,210-88.2% | $1,587-1.5% |