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 | $58,043 | $95,561-39.3% | $77,163-24.8% | $139,434-58.4% |
| Participation rate | 13.3% | 73.9%-60.6pp | 69.6%-56.2pp | 80.3%-67.0pp |
| Annual return | 19.71% | 54.92%-35.2pp | 37.87%-18.2pp | 372.94%-353.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,592 | $4,624-65.6% | $3,833-58.5% | $6,710-76.3% |
| Admin fee / account holder | $3,436 | $8,295-58.6% | $5,472-37.2% | $11,403-69.9% |