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 | $17,703 | $51,604-65.7% | $129,295-86.3% | $80,874-78.1% |
| Participation rate | 61.7% | 57.0%+4.7pp | 69.6%-7.9pp | 67.6%-5.9pp |
| Annual return | 13.66% | 20.76%-7.1pp | 9429.28%-9415.6pp | 35.62%-22.0pp |
| Employer contribution / active EE | $875 | $1,585-44.8% | $4,157-78.9% | $2,756-68.2% |
| Participant deferral / active EE | $1,368 | $2,670-48.8% | $4,169-67.2% | $4,297-68.2% |
| Admin fee / account holder | $1,199 | $4,310-72.2% | $7,665-84.4% | $6,935-82.7% |