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 | $14,584 | $67,894-78.5% | $89,340-83.7% | $82,448-82.3% |
| Participation rate | 39.5% | 64.0%-24.6pp | 69.6%-30.1pp | 68.1%-28.6pp |
| Annual return | 18.91% | 19.21%-0.3pp | 20.57%-1.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $480 | $1,828-73.8% | $2,231-78.5% | $2,551-81.2% |
| Participant deferral / active EE | $1,440 | $3,072-53.1% | $3,823-62.3% | $4,139-65.2% |
| Admin fee / account holder | $1,477 | $5,723-74.2% | $6,704-78.0% | $7,234-79.6% |