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 | $23,206 | $111,754-79.2% | $103,333-77.5% | $145,922-84.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.92% | 24.77%-10.8pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,129 | $4,212-73.2% | $3,868-70.8% | $4,660-75.8% |
| Participant deferral / active EE | $3,278 | $5,619-41.7% | $5,057-35.2% | $6,688-51.0% |
| Admin fee / account holder | $6,478 | $9,750-33.6% | $8,355-22.5% | $13,397-51.6% |