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 7-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 | $16,871 | $77,899-78.3% | $149,673-88.7% | $75,163-77.6% |
| Participation rate | 38.8% | 65.6%-26.8pp | 78.8%-40.0pp | 67.2%-28.4pp |
| Annual return | 16.87% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $758 | $3,137-75.8% | $4,818-84.3% | $2,670-71.6% |
| Participant deferral / active EE | $1,600 | $3,411-53.1% | $5,680-71.8% | $4,125-61.2% |
| Admin fee / account holder | $399 | $5,956-93.3% | $13,210-97.0% | $5,651-92.9% |