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 | $12,602 | $95,266-86.8% | $82,389-84.7% | $142,382-91.1% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.5%-33.2pp | 80.1%-43.8pp |
| Annual return | 17.26% | 25.74%-8.5pp | 28.67%-11.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $553 | $2,991-81.5% | $2,517-78.0% | $4,299-87.1% |
| Participant deferral / active EE | $1,377 | $4,809-71.4% | $4,155-66.8% | $6,507-78.8% |
| Admin fee / account holder | $2,935 | $8,563-65.7% | $7,231-59.4% | $12,624-76.8% |