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 | $18,187 | $49,915-63.6% | $154,803-88.3% | $74,304-75.5% |
| Participation rate | 25.8% | 54.0%-28.1pp | 78.1%-52.2pp | 60.3%-34.5pp |
| Annual return | 21.78% | 34.06%-12.3pp | 58.88%-37.1pp | 29.43%-7.6pp |
| Employer contribution / active EE | $369 | $1,611-77.1% | $4,305-91.4% | $2,241-83.5% |
| Participant deferral / active EE | $912 | $2,255-59.6% | $5,540-83.5% | $3,767-75.8% |
| Admin fee / account holder | $911 | $2,189-58.4% | $14,329-93.6% | $2,969-69.3% |