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 4-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 | $53,392 | $117,983-54.7% | $101,794-47.5% | $142,382-62.5% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.2%-23.0pp | 80.1%-34.0pp |
| Annual return | 14.37% | 36.92%-22.5pp | 30.53%-16.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,153 | $2,773-58.4% | $2,289-49.6% | $4,299-73.2% |
| Participant deferral / active EE | $3,595 | $4,714-23.7% | $4,084-12.0% | $6,507-44.8% |
| Admin fee / account holder | $446 | $10,433-95.7% | $8,777-94.9% | $12,624-96.5% |