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 6-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 | $22,731 | $118,849-80.9% | $96,562-76.5% | $167,490-86.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 15.86% | 50.49%-34.6pp | 37.78%-21.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $575 | $3,120-81.6% | $2,356-75.6% | $4,837-88.1% |
| Participant deferral / active EE | $1,154 | $4,616-75.0% | $3,849-70.0% | $6,341-81.8% |
| Admin fee / account holder | $4,560 | $8,065-43.5% | $6,181-26.2% | $12,309-63.0% |