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 6-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 | $50,178 | $140,940-64.4% | $112,229-55.3% | $139,434-64.0% |
| Participation rate | 56.5% | 79.2%-22.7pp | 72.4%-15.9pp | 80.3%-23.8pp |
| Annual return | 17.23% | 32.71%-15.5pp | 30.20%-13.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,027 | $4,283-52.7% | $3,430-40.9% | $4,751-57.3% |
| Participant deferral / active EE | $3,750 | $5,874-36.2% | $4,798-21.8% | $6,710-44.1% |
| Admin fee / account holder | $313 | $9,954-96.9% | $7,748-96.0% | $11,403-97.3% |