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 | $67,743 | $97,125-30.3% | $86,233-21.4% | $137,256-50.6% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 18.75% | 74.19%-55.4pp | 61.39%-42.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,487 | $2,841-47.7% | $2,504-40.6% | $4,156-64.2% |
| Participant deferral / active EE | $3,478 | $5,180-32.9% | $4,559-23.7% | $6,407-45.7% |
| Admin fee / account holder | $1,855 | $9,725-80.9% | $8,342-77.8% | $12,270-84.9% |