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 | $57,636 | $77,899-26.0% | $149,673-61.5% | $75,163-23.3% |
| Participation rate | 20.5% | 65.6%-45.1pp | 78.8%-58.3pp | 67.2%-46.7pp |
| Annual return | 14.47% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $445 | $3,137-85.8% | $4,818-90.8% | $2,670-83.3% |
| Participant deferral / active EE | $1,729 | $3,411-49.3% | $5,680-69.6% | $4,125-58.1% |
| Admin fee / account holder | $1,145 | $5,956-80.8% | $13,210-91.3% | $5,651-79.7% |