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 | $40,288 | $77,314-47.9% | $177,989-77.4% | $80,856-50.2% |
| Participation rate | 31.9% | 65.7%-33.8pp | 77.1%-45.2pp | 67.6%-35.7pp |
| Annual return | 11.38% | 18.09%-6.7pp | 294.48%-283.1pp | 35.59%-24.2pp |
| Employer contribution / active EE | $875 | $2,292-61.8% | $3,949-77.8% | $2,755-68.2% |
| Participant deferral / active EE | $1,775 | $4,411-59.7% | $6,276-71.7% | $4,296-58.7% |
| Admin fee / account holder | $4,688 | $7,191-34.8% | $10,363-54.8% | $6,918-32.2% |