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 | $22,547 | $54,705-58.8% | $71,209-68.3% | $84,808-73.4% |
| Participation rate | 29.7% | 64.1%-34.3pp | 73.8%-44.0pp | 68.3%-38.6pp |
| Annual return | 21.85% | 35.90%-14.0pp | 282.51%-260.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,123 | $2,158-47.9% | $2,721-58.7% | $2,631-57.3% |
| Participant deferral / active EE | $1,561 | $3,030-48.5% | $4,175-62.6% | $4,212-62.9% |
| Admin fee / account holder | $607 | $4,863-87.5% | $5,349-88.7% | $7,344-91.7% |