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 | $34,092 | $114,381-70.2% | $107,525-68.3% | $142,382-76.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 13.96% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,523 | $4,015-62.1% | $3,754-59.4% | $4,299-64.6% |
| Participant deferral / active EE | $5,075 | $5,564-8.8% | $5,116-0.8% | $6,507-22.0% |
| Admin fee / account holder | $500 | $9,860-94.9% | $8,919-94.4% | $12,624-96.0% |