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 | $58,324 | $172,111-66.1% | $150,298-61.2% | $137,256-57.5% |
| Participation rate | 13.3% | 81.7%-68.4pp | 77.8%-64.4pp | 80.0%-66.6pp |
| Annual return | 20.20% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,911 | $6,166-36.6% | $5,453-28.3% | $6,407-38.9% |
| Admin fee / account holder | $3,468 | $16,471-78.9% | $14,116-75.4% | $12,270-71.7% |