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 | $84,791 | $109,904-22.9% | $97,167-12.7% | $145,959-41.9% |
| Participation rate | 42.9% | 75.9%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 14.90% | 243.43%-228.5pp | 75.27%-60.4pp | 561.95%-547.0pp |
| Employer contribution / active EE | $467 | $3,084-84.9% | $2,729-82.9% | $4,661-90.0% |
| Participant deferral / active EE | $6,379 | $4,676+36.4% | $4,264+49.6% | $6,689-4.6% |
| Admin fee / account holder | $531 | $6,216-91.5% | $5,650-90.6% | $13,398-96.0% |