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 | $24,237 | $77,899-68.9% | $149,673-83.8% | $75,163-67.8% |
| Participation rate | 26.0% | 65.6%-39.6pp | 78.8%-52.8pp | 67.2%-41.2pp |
| Annual return | 19.54% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $487 | $3,137-84.5% | $4,818-89.9% | $2,670-81.8% |
| Participant deferral / active EE | $1,786 | $3,411-47.6% | $5,680-68.6% | $4,125-56.7% |
| Admin fee / account holder | $849 | $5,956-85.8% | $13,210-93.6% | $5,651-85.0% |