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 | $52,205 | $74,888-30.3% | $71,209-26.7% | $142,382-63.3% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 20.24% | 345.14%-324.9pp | 282.51%-262.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,014 | $2,854-64.5% | $2,721-62.8% | $4,299-76.4% |
| Participant deferral / active EE | $3,916 | $4,454-12.1% | $4,175-6.2% | $6,507-39.8% |
| Admin fee / account holder | $1,985 | $5,568-64.4% | $5,349-62.9% | $12,624-84.3% |