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 | $25,731 | $81,248-68.3% | $155,509-83.5% | $80,856-68.2% |
| Participation rate | 41.4% | 66.2%-24.9pp | 78.2%-36.8pp | 67.6%-26.3pp |
| Annual return | 15.32% | 33.31%-18.0pp | 64.67%-49.3pp | 35.59%-20.3pp |
| Employer contribution / active EE | $848 | $3,100-72.6% | $4,672-81.8% | $2,755-69.2% |
| Participant deferral / active EE | $1,640 | $3,452-52.5% | $5,626-70.8% | $4,296-61.8% |
| Admin fee / account holder | $2,159 | $7,997-73.0% | $15,912-86.4% | $6,918-68.8% |