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 | $45,343-57.9% | $150,298-87.3% | $67,986-71.9% |
| Participation rate | 24.0% | 51.9%-27.9pp | 77.8%-53.8pp | 57.2%-33.2pp |
| Annual return | 30.85% | 33.28%-2.4pp | 62.79%-31.9pp | 31.67%-0.8pp |
| Employer contribution / active EE | $554 | $1,462-62.1% | $4,154-86.7% | $2,019-72.6% |
| Participant deferral / active EE | $959 | $2,055-53.3% | $5,453-82.4% | $3,358-71.4% |
| Admin fee / account holder | $1,719 | $2,250-23.6% | $14,116-87.8% | $3,203-46.3% |