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 | $52,664 | $68,547-23.2% | $120,354-56.2% | $80,856-34.9% |
| Participation rate | 17.2% | 61.6%-44.4pp | 71.9%-54.7pp | 67.6%-50.4pp |
| Annual return | 11.50% | 23.60%-12.1pp | 107.15%-95.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $889 | $2,051-56.6% | $3,463-74.3% | $2,755-67.7% |
| Participant deferral / active EE | $2,450 | $3,173-22.8% | $4,991-50.9% | $4,296-43.0% |
| Admin fee / account holder | $920 | $5,732-83.9% | $9,423-90.2% | $6,918-86.7% |