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 4-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 | $45,005 | $110,261-59.2% | $95,745-53.0% | $139,434-67.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 16.23% | 27.11%-10.9pp | 28.35%-12.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $966 | $3,257-70.3% | $2,835-65.9% | $4,751-79.7% |
| Participant deferral / active EE | $3,869 | $4,676-17.3% | $4,245-8.8% | $6,710-42.3% |
| Admin fee / account holder | $64,396 | $6,613+873.8% | $5,678+1034.2% | $11,403+464.8% |