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 5-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 | $21,066 | $114,381-81.6% | $107,525-80.4% | $142,382-85.2% |
| Participation rate | 47.1% | 78.1%-31.1pp | 75.1%-28.0pp | 80.1%-33.1pp |
| Annual return | 15.00% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,159 | $4,015-71.1% | $3,754-69.1% | $4,299-73.0% |
| Participant deferral / active EE | $2,149 | $5,564-61.4% | $5,116-58.0% | $6,507-67.0% |
| Admin fee / account holder | $334 | $9,860-96.6% | $8,919-96.3% | $12,624-97.4% |