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 7-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 | $25,804 | $81,248-68.2% | $155,509-83.4% | $80,856-68.1% |
| Participation rate | 56.5% | 66.2%-9.7pp | 78.2%-21.7pp | 67.6%-11.1pp |
| Annual return | 12.84% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.8pp |
| Employer contribution / active EE | $618 | $3,100-80.1% | $4,672-86.8% | $2,755-77.6% |
| Participant deferral / active EE | $4,958 | $3,452+43.6% | $5,626-11.9% | $4,296+15.4% |
| Admin fee / account holder | $3,136 | $7,997-60.8% | $15,912-80.3% | $6,918-54.7% |