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 | $26,864 | $80,717-66.7% | $154,803-82.6% | $84,808-68.3% |
| Participation rate | 33.3% | 66.8%-33.5pp | 78.1%-44.7pp | 68.3%-35.0pp |
| Annual return | 14.31% | 37.96%-23.6pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $637 | $2,761-76.9% | $4,305-85.2% | $2,631-75.8% |
| Participant deferral / active EE | $1,428 | $3,303-56.8% | $5,540-74.2% | $4,212-66.1% |
| Admin fee / account holder | $360 | $6,746-94.7% | $14,329-97.5% | $7,344-95.1% |