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 | $5,063 | $118,427-95.7% | $66,042-92.3% | $142,382-96.4% |
| Participation rate | 62.5% | 68.1%-5.6pp | 67.5%-5.0pp | 80.1%-17.6pp |
| Annual return | 15.75% | 35.57%-19.8pp | 52.11%-36.4pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,167 | $2,570-54.6% | $1,579-26.1% | $4,299-72.9% |
| Participant deferral / active EE | $1,409 | $4,311-67.3% | $2,835-50.3% | $6,507-78.4% |
| Admin fee / account holder | $2,330 | $9,593-75.7% | $5,747-59.5% | $12,624-81.5% |