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 | $23,552 | $37,426-37.1% | $77,482-69.6% | $79,858-70.5% |
| Participation rate | 15.4% | 41.5%-26.1pp | 54.2%-38.8pp | 69.6%-54.2pp |
| Annual return | 15.79% | 39.70%-23.9pp | 54.79%-39.0pp | 31.71%-15.9pp |
| Employer contribution / active EE | $202 | $637-68.3% | $986-79.6% | $2,471-91.8% |
| Participant deferral / active EE | $428 | $1,260-66.1% | $1,861-77.0% | $3,740-88.6% |
| Admin fee / account holder | $479 | $2,504-80.9% | $2,858-83.2% | $5,306-91.0% |