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 | $47,005 | $104,974-55.2% | $95,585-50.8% | $142,382-67.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 20.43% | 210.33%-189.9pp | 38.56%-18.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $825 | $2,779-70.3% | $2,527-67.4% | $4,299-80.8% |
| Participant deferral / active EE | $3,732 | $4,352-14.2% | $4,023-7.2% | $6,507-42.6% |
| Admin fee / account holder | $2,386 | $6,386-62.6% | $6,127-61.1% | $12,624-81.1% |