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 | $61,053 | $109,881-44.4% | $150,045-59.3% | $84,808-28.0% |
| Participation rate | 26.9% | 76.1%-49.2pp | 82.3%-55.4pp | 68.3%-41.4pp |
| Annual return | 17.72% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $925 | $3,561-74.0% | $4,693-80.3% | $2,631-64.8% |
| Participant deferral / active EE | $2,979 | $6,636-55.1% | $7,997-62.7% | $4,212-29.3% |
| Admin fee / account holder | $389 | $8,568-95.5% | $13,435-97.1% | $7,344-94.7% |