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 4-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 | $38,835 | $148,534-73.9% | $135,903-71.4% | $139,434-72.1% |
| Participation rate | 65.0% | 83.9%-18.9pp | 81.9%-16.9pp | 80.3%-15.3pp |
| Annual return | 19.29% | 79.19%-59.9pp | 68.23%-48.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,646 | $5,243-30.5% | $4,856-24.9% | $4,751-23.3% |
| Participant deferral / active EE | $6,714 | $8,100-17.1% | $7,758-13.5% | $6,710+0.1% |
| Admin fee / account holder | $7,973 | $12,400-35.7% | $10,762-25.9% | $11,403-30.1% |