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 | $20,396 | $76,407-73.3% | $150,298-86.4% | $82,448-75.3% |
| Participation rate | 31.5% | 66.4%-34.9pp | 77.8%-46.3pp | 68.1%-36.6pp |
| Annual return | 17.37% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $319 | $2,614-87.8% | $4,154-92.3% | $2,551-87.5% |
| Participant deferral / active EE | $1,162 | $3,214-63.9% | $5,453-78.7% | $4,139-71.9% |
| Admin fee / account holder | $469 | $6,352-92.6% | $14,116-96.7% | $7,234-93.5% |