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 | $26,174 | $77,899-66.4% | $149,673-82.5% | $75,163-65.2% |
| Participation rate | 25.0% | 65.6%-40.6pp | 78.8%-53.8pp | 67.2%-42.2pp |
| Annual return | 18.91% | 31.72%-12.8pp | 134.42%-115.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $902 | $3,137-71.3% | $4,818-81.3% | $2,670-66.2% |
| Participant deferral / active EE | $1,386 | $3,411-59.4% | $5,680-75.6% | $4,125-66.4% |
| Admin fee / account holder | $1,307 | $5,956-78.1% | $13,210-90.1% | $5,651-76.9% |