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 | $22,473 | $106,515-78.9% | $96,683-76.8% | $139,434-83.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 24.25% | 38.43%-14.2pp | 35.69%-11.4pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,854 | $4,103-54.8% | $3,737-50.4% | $4,751-61.0% |
| Participant deferral / active EE | $3,708 | $5,454-32.0% | $4,878-24.0% | $6,710-44.7% |
| Admin fee / account holder | $353 | $7,877-95.5% | $6,730-94.8% | $11,403-96.9% |