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 | $62,813 | $117,983-46.8% | $101,794-38.3% | $142,382-55.9% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.2%-12.0pp | 80.1%-23.0pp |
| Annual return | 22.52% | 36.92%-14.4pp | 30.53%-8.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,310 | $2,773-52.7% | $2,289-42.8% | $4,299-69.5% |
| Participant deferral / active EE | $5,530 | $4,714+17.3% | $4,084+35.4% | $6,507-15.0% |
| Admin fee / account holder | $4,305 | $10,433-58.7% | $8,777-50.9% | $12,624-65.9% |