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 | $11,897 | $81,248-85.4% | $155,509-92.3% | $80,856-85.3% |
| Participation rate | 63.9% | 66.2%-2.3pp | 78.2%-14.3pp | 67.6%-3.7pp |
| Annual return | 12.91% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,375 | $3,100-55.6% | $4,672-70.6% | $2,755-50.1% |
| Participant deferral / active EE | $1,676 | $3,452-51.5% | $5,626-70.2% | $4,296-61.0% |
| Admin fee / account holder | $1,958 | $7,997-75.5% | $15,912-87.7% | $6,918-71.7% |