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 | $25,025 | $81,460-69.3% | $103,333-75.8% | $80,856-69.1% |
| Participation rate | 40.5% | 66.8%-26.3pp | 74.5%-34.0pp | 67.6%-27.1pp |
| Annual return | 12.46% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,069 | $3,105-65.6% | $3,868-72.4% | $2,755-61.2% |
| Participant deferral / active EE | $1,857 | $3,869-52.0% | $5,057-63.3% | $4,296-56.8% |
| Admin fee / account holder | $2,211 | $6,566-66.3% | $8,355-73.5% | $6,918-68.0% |