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 | $61,890 | $102,245-39.5% | $89,340-30.7% | $137,256-54.9% |
| Participation rate | 36.4% | 74.9%-38.5pp | 69.6%-33.2pp | 80.0%-43.6pp |
| Annual return | 19.13% | 21.89%-2.8pp | 20.57%-1.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $761 | $2,529-69.9% | $2,231-65.9% | $4,156-81.7% |
| Participant deferral / active EE | $1,376 | $4,436-69.0% | $3,823-64.0% | $6,407-78.5% |
| Admin fee / account holder | $40,692 | $8,085+403.3% | $6,704+507.0% | $12,270+231.6% |