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 | $19,427 | $51,175-62.0% | $70,515-72.4% | $75,163-74.2% |
| Participation rate | 53.2% | 60.9%-7.7pp | 68.3%-15.1pp | 67.2%-13.9pp |
| Annual return | 17.79% | 30.02%-12.2pp | 32.77%-15.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $842 | $1,826-53.9% | $2,973-71.7% | $2,670-68.5% |
| Participant deferral / active EE | $2,267 | $2,849-20.4% | $4,567-50.3% | $4,125-45.0% |
| Admin fee / account holder | $1,155 | $4,091-71.8% | $6,412-82.0% | $5,651-79.6% |