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 3-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 | $33,631 | $59,101-43.1% | $77,163-56.4% | $75,163-55.3% |
| Participation rate | 11.4% | 63.9%-52.4pp | 69.6%-58.1pp | 67.2%-55.8pp |
| Annual return | 21.56% | 26.71%-5.1pp | 37.87%-16.3pp | 160.62%-139.1pp |
| Employer contribution / active EE | $648 | $1,995-67.5% | $2,535-74.4% | $2,670-75.7% |
| Participant deferral / active EE | $1,082 | $2,999-63.9% | $3,833-71.8% | $4,125-73.8% |
| Admin fee / account holder | $1,193 | $4,774-75.0% | $5,472-78.2% | $5,651-78.9% |