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 | $26,912 | $95,416-71.8% | $185,823-85.5% | $85,850-68.7% |
| Participation rate | 42.9% | 68.8%-25.9pp | 81.7%-38.8pp | 69.3%-26.5pp |
| Annual return | 11.64% | 23.59%-11.9pp | 122.05%-110.4pp | 318.53%-306.9pp |
| Employer contribution / active EE | $947 | $3,314-71.4% | $5,167-81.7% | $2,565-63.1% |
| Participant deferral / active EE | $2,440 | $3,423-28.7% | $5,568-56.2% | $3,952-38.3% |
| Admin fee / account holder | $4,680 | $7,213-35.1% | $16,237-71.2% | $6,260-25.2% |