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 | $44,663 | $107,452-58.4% | $91,541-51.2% | $142,382-68.6% |
| Participation rate | 35.7% | 75.1%-39.4pp | 69.8%-34.1pp | 80.1%-44.4pp |
| Annual return | 18.70% | 22.06%-3.4pp | 20.50%-1.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $752 | $2,994-74.9% | $2,505-70.0% | $4,299-82.5% |
| Participant deferral / active EE | $1,361 | $4,754-71.4% | $4,008-66.1% | $6,507-79.1% |
| Admin fee / account holder | $671 | $8,834-92.4% | $6,956-90.4% | $12,624-94.7% |