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 | $45,783 | $80,724-43.3% | $103,333-55.7% | $74,495-38.5% |
| Participation rate | 36.5% | 65.7%-29.2pp | 74.5%-38.0pp | 67.2%-30.7pp |
| Annual return | 19.25% | 27.56%-8.3pp | 24.88%-5.6pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $1,141 | $3,157-63.9% | $3,868-70.5% | $2,623-56.5% |
| Participant deferral / active EE | $2,106 | $3,860-45.4% | $5,057-58.4% | $4,346-51.5% |
| Admin fee / account holder | $2,905 | $2,368+22.7% | $8,355-65.2% | $1,942+49.6% |