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 | $29,197 | $80,717-63.8% | $154,803-81.1% | $84,808-65.6% |
| Participation rate | 21.4% | 66.8%-45.4pp | 78.1%-56.6pp | 68.3%-46.9pp |
| Annual return | 20.16% | 37.96%-17.8pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $800 | $2,761-71.0% | $4,305-81.4% | $2,631-69.6% |
| Participant deferral / active EE | $923 | $3,303-72.1% | $5,540-83.3% | $4,212-78.1% |
| Admin fee / account holder | $348 | $6,746-94.8% | $14,329-97.6% | $7,344-95.3% |