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 | $28,718 | $74,927-61.7% | $101,794-71.8% | $84,808-66.1% |
| Participation rate | 19.2% | 61.4%-42.2pp | 69.2%-50.0pp | 68.3%-49.1pp |
| Annual return | 19.28% | 18.70%+0.6pp | 30.53%-11.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $602 | $1,522-60.5% | $2,289-73.7% | $2,631-77.1% |
| Participant deferral / active EE | $1,319 | $3,099-57.4% | $4,084-67.7% | $4,212-68.7% |
| Admin fee / account holder | $1,487 | $6,514-77.2% | $8,777-83.1% | $7,344-79.8% |