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 | $44,249 | $110,257-59.9% | $96,544-54.2% | $139,434-68.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 21.29% | 26.32%-5.0pp | 25.84%-4.6pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,803 | $3,620-50.2% | $2,965-39.2% | $4,751-62.0% |
| Participant deferral / active EE | $5,166 | $5,548-6.9% | $4,851+6.5% | $6,710-23.0% |
| Admin fee / account holder | $2,716 | $11,591-76.6% | $8,252-67.1% | $11,403-76.2% |