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 6-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 | $15,211 | $106,515-85.7% | $96,683-84.3% | $139,434-89.1% |
| Participation rate | 46.7% | 77.8%-31.2pp | 74.3%-27.7pp | 80.3%-33.7pp |
| Annual return | 18.09% | 38.43%-20.3pp | 35.69%-17.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $972 | $4,103-76.3% | $3,737-74.0% | $4,751-79.5% |
| Participant deferral / active EE | $2,588 | $5,454-52.5% | $4,878-46.9% | $6,710-61.4% |
| Admin fee / account holder | $2,521 | $7,877-68.0% | $6,730-62.5% | $11,403-77.9% |