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 | $39,637 | $95,862-58.7% | $79,550-50.2% | $134,475-70.5% |
| Participation rate | 36.4% | 75.0%-38.7pp | 69.5%-33.1pp | 81.2%-44.9pp |
| Annual return | 33.11% | -2.69%+35.8pp | 0.16%+32.9pp | 417.96%-384.9pp |
| Employer contribution / active EE | $806 | $3,128-74.2% | $2,413-66.6% | $4,740-83.0% |
| Participant deferral / active EE | $1,182 | $4,693-74.8% | $3,985-70.3% | $6,400-81.5% |
| Admin fee / account holder | $1,172 | $9,126-87.2% | $6,832-82.8% | $11,426-89.7% |