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 | $43,242 | $95,416-54.7% | $185,823-76.7% | $85,850-49.6% |
| Participation rate | 21.3% | 68.8%-47.5pp | 81.7%-60.4pp | 69.3%-48.0pp |
| Annual return | 16.89% | 23.59%-6.7pp | 122.05%-105.2pp | 318.53%-301.6pp |
| Employer contribution / active EE | $489 | $3,314-85.2% | $5,167-90.5% | $2,565-80.9% |
| Participant deferral / active EE | $1,208 | $3,423-64.7% | $5,568-78.3% | $3,952-69.4% |
| Admin fee / account holder | $370 | $7,213-94.9% | $16,237-97.7% | $6,260-94.1% |