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 | $15,510 | $56,053-72.3% | $75,972-79.6% | $80,856-80.8% |
| Participation rate | 30.3% | 62.0%-31.7pp | 69.1%-38.7pp | 67.6%-37.3pp |
| Annual return | 14.08% | 20.53%-6.5pp | 359.55%-345.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $730 | $1,874-61.1% | $2,685-72.8% | $2,755-73.5% |
| Participant deferral / active EE | $1,382 | $3,052-54.7% | $4,255-67.5% | $4,296-67.8% |
| Admin fee / account holder | $1,592 | $5,234-69.6% | $6,467-75.4% | $6,918-77.0% |