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 | $33,948 | $49,915-32.0% | $154,803-78.1% | $74,304-54.3% |
| Participation rate | 19.0% | 54.0%-34.9pp | 78.1%-59.0pp | 60.3%-41.3pp |
| Annual return | 15.98% | 34.06%-18.1pp | 58.88%-42.9pp | 29.43%-13.5pp |
| Employer contribution / active EE | $529 | $1,611-67.1% | $4,305-87.7% | $2,241-76.4% |
| Participant deferral / active EE | $1,439 | $2,255-36.2% | $5,540-74.0% | $3,767-61.8% |
| Admin fee / account holder | $1,286 | $2,189-41.2% | $14,329-91.0% | $2,969-56.7% |