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 | $40,284 | $95,266-57.7% | $82,389-51.1% | $142,382-71.7% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 15.68% | 25.74%-10.1pp | 28.67%-13.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $584 | $2,991-80.5% | $2,517-76.8% | $4,299-86.4% |
| Participant deferral / active EE | $2,222 | $4,809-53.8% | $4,155-46.5% | $6,507-65.8% |
| Admin fee / account holder | $1,712 | $8,563-80.0% | $7,231-76.3% | $12,624-86.4% |