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 | $19,588 | $61,272-68.0% | $149,673-86.9% | $71,457-72.6% |
| Participation rate | 39.4% | 62.5%-23.1pp | 78.8%-39.4pp | 67.9%-28.6pp |
| Annual return | 26.04% | 35.85%-9.8pp | 134.42%-108.4pp | 28.85%-2.8pp |
| Employer contribution / active EE | $1,079 | $2,378-54.6% | $4,818-77.6% | $2,588-58.3% |
| Participant deferral / active EE | $2,898 | $2,917-0.6% | $5,680-49.0% | $4,289-32.4% |
| Admin fee / account holder | $443 | $1,261-64.9% | $13,210-96.6% | $1,587-72.1% |