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 | $23,632 | $106,515-77.8% | $96,683-75.6% | $139,434-83.1% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 13.46% | 38.43%-25.0pp | 35.69%-22.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,248 | $4,103-69.6% | $3,737-66.6% | $4,751-73.7% |
| Participant deferral / active EE | $3,247 | $5,454-40.5% | $4,878-33.4% | $6,710-51.6% |
| Admin fee / account holder | $30,713 | $7,877+289.9% | $6,730+356.4% | $11,403+169.4% |