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 | $23,718 | $49,915-52.5% | $154,803-84.7% | $74,304-68.1% |
| Participation rate | 32.9% | 54.0%-21.1pp | 78.1%-45.2pp | 60.3%-27.5pp |
| Annual return | 16.28% | 34.06%-17.8pp | 58.88%-42.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $583 | $1,611-63.8% | $4,305-86.5% | $2,241-74.0% |
| Participant deferral / active EE | $1,778 | $2,255-21.1% | $5,540-67.9% | $3,767-52.8% |
| Admin fee / account holder | $2,802 | $2,189+28.0% | $14,329-80.4% | $2,969-5.6% |