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 | $45,343-59.9% | $150,298-87.9% | $67,986-73.2% |
| Participation rate | 25.8% | 51.9%-26.0pp | 77.8%-51.9pp | 57.2%-31.4pp |
| Annual return | 21.78% | 33.28%-11.5pp | 62.79%-41.0pp | 31.67%-9.9pp |
| Employer contribution / active EE | $369 | $1,462-74.7% | $4,154-91.1% | $2,019-81.7% |
| Participant deferral / active EE | $912 | $2,055-55.6% | $5,453-83.3% | $3,358-72.8% |
| Admin fee / account holder | $911 | $2,250-59.5% | $14,116-93.5% | $3,203-71.6% |