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 | $39,528 | $95,266-58.5% | $82,389-52.0% | $142,382-72.2% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.5%-41.0pp | 80.1%-51.5pp |
| Annual return | 13.60% | 25.74%-12.1pp | 28.67%-15.1pp | 217.08%-203.5pp |
| Employer contribution / active EE | $735 | $2,991-75.4% | $2,517-70.8% | $4,299-82.9% |
| Participant deferral / active EE | $1,073 | $4,809-77.7% | $4,155-74.2% | $6,507-83.5% |
| Admin fee / account holder | $2,440 | $8,563-71.5% | $7,231-66.3% | $12,624-80.7% |