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 3-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 | $11,583 | $95,266-87.8% | $82,389-85.9% | $142,382-91.9% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.5%-15.0pp | 80.1%-25.6pp |
| Annual return | 18.17% | 25.74%-7.6pp | 28.67%-10.5pp | 217.08%-198.9pp |
| Employer contribution / active EE | $816 | $2,991-72.7% | $2,517-67.6% | $4,299-81.0% |
| Participant deferral / active EE | $1,785 | $4,809-62.9% | $4,155-57.0% | $6,507-72.6% |
| Admin fee / account holder | $3,564 | $8,563-58.4% | $7,231-50.7% | $12,624-71.8% |