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 | $45,601 | $111,724-59.2% | $93,606-51.3% | $145,922-68.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 11.24% | 202.98%-191.7pp | 133.20%-122.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $861 | $3,090-72.1% | $2,420-64.4% | $4,660-81.5% |
| Participant deferral / active EE | $4,658 | $4,912-5.2% | $4,411+5.6% | $6,688-30.4% |
| Admin fee / account holder | $2,501 | $10,250-75.6% | $8,285-69.8% | $13,397-81.3% |