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 | $19,552 | $81,248-75.9% | $155,509-87.4% | $80,856-75.8% |
| Participation rate | 59.6% | 66.2%-6.7pp | 78.2%-18.6pp | 67.6%-8.1pp |
| Annual return | 20.56% | 33.31%-12.7pp | 64.67%-44.1pp | 35.59%-15.0pp |
| Employer contribution / active EE | $1,203 | $3,100-61.2% | $4,672-74.3% | $2,755-56.3% |
| Participant deferral / active EE | $3,040 | $3,452-11.9% | $5,626-46.0% | $4,296-29.2% |
| Admin fee / account holder | $341 | $7,997-95.7% | $15,912-97.9% | $6,918-95.1% |