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 10-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 | $16,107 | $77,634-79.3% | $156,549-89.7% | $62,891-74.4% |
| Participation rate | 29.7% | 71.2%-41.5pp | 84.0%-54.3pp | 69.3%-39.6pp |
| Annual return | 5.39% | 50.32%-44.9pp | 32.23%-26.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $559 | $3,444-83.8% | $5,501-89.8% | $2,281-75.5% |
| Participant deferral / active EE | $1,099 | $3,045-63.9% | $4,871-77.4% | $3,203-65.7% |
| Admin fee / account holder | $2,738 | $5,561-50.8% | $13,027-79.0% | $4,296-36.2% |