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 | $39,009 | $214,378-81.8% | $200,582-80.6% | $142,382-72.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 13.76% | 46.41%-32.6pp | 42.33%-28.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,105 | $6,841-69.2% | $6,419-67.2% | $4,299-51.0% |
| Participant deferral / active EE | $3,529 | $9,865-64.2% | $9,331-62.2% | $6,507-45.8% |
| Admin fee / account holder | $7,079 | $17,692-60.0% | $16,305-56.6% | $12,624-43.9% |