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 | $12,268 | $81,248-84.9% | $155,509-92.1% | $80,856-84.8% |
| Participation rate | 12.9% | 66.2%-53.3pp | 78.2%-65.3pp | 67.6%-54.7pp |
| Annual return | 16.10% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $667 | $3,100-78.5% | $4,672-85.7% | $2,755-75.8% |
| Participant deferral / active EE | $948 | $3,452-72.5% | $5,626-83.1% | $4,296-77.9% |
| Admin fee / account holder | $5,932 | $7,997-25.8% | $15,912-62.7% | $6,918-14.3% |