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 | $45,961 | $148,978-69.1% | $200,582-77.1% | $84,808-45.8% |
| Participation rate | 32.3% | 84.2%-51.9pp | 86.9%-54.6pp | 68.3%-36.0pp |
| Annual return | 18.30% | 28.16%-9.9pp | 42.33%-24.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,706 | $4,815-64.6% | $6,419-73.4% | $2,631-35.1% |
| Participant deferral / active EE | $3,287 | $7,142-54.0% | $9,331-64.8% | $4,212-22.0% |
| Admin fee / account holder | $998 | $13,977-92.9% | $16,305-93.9% | $7,344-86.4% |