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 | $25,126 | $153,311-83.6% | $109,313-77.0% | $273,961-90.8% |
| Participation rate | 55.6% | 80.1%-24.5pp | 71.3%-15.7pp | 83.0%-27.5pp |
| Annual return | 3.60% | 29.86%-26.3pp | 22.07%-18.5pp | 41.45%-37.9pp |
| Employer contribution / active EE | $811 | $5,619-85.6% | $3,892-79.2% | $4,869-83.3% |
| Participant deferral / active EE | $1,796 | $3,932-54.3% | $3,166-43.3% | $5,287-66.0% |
| Admin fee / account holder | $689 | $8,076-91.5% | $5,666-87.8% | $10,132-93.2% |