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 | $22,691 | $68,547-66.9% | $120,354-81.1% | $80,856-71.9% |
| Participation rate | 23.6% | 61.6%-38.0pp | 71.9%-48.3pp | 67.6%-44.0pp |
| Annual return | 14.91% | 23.60%-8.7pp | 107.15%-92.2pp | 35.59%-20.7pp |
| Employer contribution / active EE | $737 | $2,051-64.1% | $3,463-78.7% | $2,755-73.3% |
| Participant deferral / active EE | $1,496 | $3,173-52.8% | $4,991-70.0% | $4,296-65.2% |
| Admin fee / account holder | $2,606 | $5,732-54.5% | $9,423-72.3% | $6,918-62.3% |