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 7-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 | $18,880 | $77,899-75.8% | $149,673-87.4% | $75,163-74.9% |
| Participation rate | 52.8% | 65.6%-12.8pp | 78.8%-26.0pp | 67.2%-14.4pp |
| Annual return | 18.70% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,171 | $3,137-62.7% | $4,818-75.7% | $2,670-56.1% |
| Participant deferral / active EE | $2,684 | $3,411-21.3% | $5,680-52.7% | $4,125-34.9% |
| Admin fee / account holder | $859 | $5,956-85.6% | $13,210-93.5% | $5,651-84.8% |