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 | $22,545 | $55,415-59.3% | $155,509-85.5% | $74,495-69.7% |
| Participation rate | 47.2% | 61.9%-14.7pp | 78.2%-31.0pp | 67.2%-20.0pp |
| Annual return | 16.66% | 268.50%-251.8pp | 64.67%-48.0pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,225 | $2,267-46.0% | $4,672-73.8% | $2,623-53.3% |
| Participant deferral / active EE | $3,188 | $2,836+12.4% | $5,626-43.3% | $4,346-26.6% |
| Admin fee / account holder | $1,515 | $1,738-12.9% | $15,912-90.5% | $1,942-22.0% |