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 | $21,079 | $80,717-73.9% | $154,803-86.4% | $84,808-75.1% |
| Participation rate | 52.8% | 66.8%-14.0pp | 78.1%-25.3pp | 68.3%-15.5pp |
| Annual return | 21.17% | 37.96%-16.8pp | 58.88%-37.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,991 | $2,761-27.9% | $4,305-53.8% | $2,631-24.3% |
| Participant deferral / active EE | $2,978 | $3,303-9.8% | $5,540-46.2% | $4,212-29.3% |
| Admin fee / account holder | $1,510 | $6,746-77.6% | $14,329-89.5% | $7,344-79.4% |