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 | $68,503 | $97,125-29.5% | $86,233-20.6% | $137,256-50.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 13.08% | 74.19%-61.1pp | 61.39%-48.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $966 | $2,841-66.0% | $2,504-61.4% | $4,156-76.8% |
| Participant deferral / active EE | $5,748 | $5,180+11.0% | $4,559+26.1% | $6,407-10.3% |
| Admin fee / account holder | $16,681 | $9,725+71.5% | $8,342+100.0% | $12,270+35.9% |