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 4-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 | $30,054 | $97,744-69.3% | $103,476-71.0% | $145,922-79.4% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 13.52% | 25.41%-11.9pp | 23.90%-10.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,379 | $4,677-70.5% | $4,672-70.5% | $4,660-70.4% |
| Participant deferral / active EE | $5,848 | $6,603-11.4% | $6,623-11.7% | $6,688-12.6% |
| Admin fee / account holder | $729 | $12,515-94.2% | $9,413-92.3% | $13,397-94.6% |