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 3-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 | $19,080 | $49,915-61.8% | $154,803-87.7% | $74,304-74.3% |
| Participation rate | 24.0% | 54.0%-30.0pp | 78.1%-54.1pp | 60.3%-36.3pp |
| Annual return | 30.85% | 34.06%-3.2pp | 58.88%-28.0pp | 29.43%+1.4pp |
| Employer contribution / active EE | $554 | $1,611-65.6% | $4,305-87.1% | $2,241-75.3% |
| Participant deferral / active EE | $959 | $2,255-57.4% | $5,540-82.7% | $3,767-74.5% |
| Admin fee / account holder | $1,719 | $2,189-21.5% | $14,329-88.0% | $2,969-42.1% |