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 | $20,442 | $54,705-62.6% | $71,209-71.3% | $84,808-75.9% |
| Participation rate | 67.1% | 64.1%+3.0pp | 73.8%-6.7pp | 68.3%-1.2pp |
| Annual return | 32.67% | 35.90%-3.2pp | 282.51%-249.8pp | 40.90%-8.2pp |
| Employer contribution / active EE | $1,002 | $2,158-53.5% | $2,721-63.2% | $2,631-61.9% |
| Participant deferral / active EE | $3,734 | $3,030+23.2% | $4,175-10.6% | $4,212-11.3% |
| Admin fee / account holder | $912 | $4,863-81.3% | $5,349-83.0% | $7,344-87.6% |