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 3-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 | $26,160 | $117,983-77.8% | $101,794-74.3% | $142,382-81.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 25.38% | 36.92%-11.5pp | 30.53%-5.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $731 | $2,773-73.6% | $2,289-68.0% | $4,299-83.0% |
| Participant deferral / active EE | $2,194 | $4,714-53.5% | $4,084-46.3% | $6,507-66.3% |
| Admin fee / account holder | $355 | $10,433-96.6% | $8,777-96.0% | $12,624-97.2% |