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 | $32,866 | $80,717-59.3% | $154,803-78.8% | $84,808-61.2% |
| Participation rate | 38.9% | 66.8%-27.9pp | 78.1%-39.2pp | 68.3%-29.4pp |
| Annual return | 17.17% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $973 | $2,761-64.8% | $4,305-77.4% | $2,631-63.0% |
| Participant deferral / active EE | $2,440 | $3,303-26.1% | $5,540-56.0% | $4,212-42.1% |
| Admin fee / account holder | $1,953 | $6,746-71.1% | $14,329-86.4% | $7,344-73.4% |