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 | $23,440 | $106,515-78.0% | $96,683-75.8% | $139,434-83.2% |
| Participation rate | 52.4% | 77.8%-25.5pp | 74.3%-22.0pp | 80.3%-27.9pp |
| Annual return | 13.39% | 38.43%-25.0pp | 35.69%-22.3pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,743 | $4,103-57.5% | $3,737-53.4% | $4,751-63.3% |
| Participant deferral / active EE | $2,074 | $5,454-62.0% | $4,878-57.5% | $6,710-69.1% |
| Admin fee / account holder | $1,412 | $7,877-82.1% | $6,730-79.0% | $11,403-87.6% |