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 8-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 | $21,694 | $80,717-73.1% | $154,803-86.0% | $84,808-74.4% |
| Participation rate | 43.7% | 66.8%-23.1pp | 78.1%-34.4pp | 68.3%-24.6pp |
| Annual return | 18.79% | 37.96%-19.2pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $358 | $2,761-87.0% | $4,305-91.7% | $2,631-86.4% |
| Participant deferral / active EE | $1,222 | $3,303-63.0% | $5,540-77.9% | $4,212-71.0% |
| Admin fee / account holder | $559 | $6,746-91.7% | $14,329-96.1% | $7,344-92.4% |