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 | $22,706 | $77,899-70.9% | $149,673-84.8% | $75,163-69.8% |
| Participation rate | 45.8% | 65.6%-19.8pp | 78.8%-33.0pp | 67.2%-21.4pp |
| Annual return | 20.19% | 31.72%-11.5pp | 134.42%-114.2pp | 160.62%-140.4pp |
| Employer contribution / active EE | $542 | $3,137-82.7% | $4,818-88.8% | $2,670-79.7% |
| Participant deferral / active EE | $1,252 | $3,411-63.3% | $5,680-78.0% | $4,125-69.7% |
| Admin fee / account holder | $2,967 | $5,956-50.2% | $13,210-77.5% | $5,651-47.5% |