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 | $77,811 | $117,983-34.0% | $101,794-23.6% | $142,382-45.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 22.13% | 36.92%-14.8pp | 30.53%-8.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $982 | $2,773-64.6% | $2,289-57.1% | $4,299-77.2% |
| Participant deferral / active EE | $12,213 | $4,714+159.1% | $4,084+199.0% | $6,507+87.7% |
| Admin fee / account holder | $2,264 | $10,433-78.3% | $8,777-74.2% | $12,624-82.1% |