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 | $68,994 | $165,335-58.3% | $149,696-53.9% | $158,922-56.6% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 12.06% | 348.15%-336.1pp | 276.60%-264.5pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,310 | $5,103-74.3% | $4,644-71.8% | $4,761-72.5% |
| Participant deferral / active EE | $3,160 | $7,181-56.0% | $6,842-53.8% | $5,982-47.2% |
| Admin fee / account holder | $928 | $10,807-91.4% | $9,309-90.0% | $11,246-91.8% |