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 | $14,418 | $77,899-81.5% | $149,673-90.4% | $75,163-80.8% |
| Participation rate | 53.3% | 65.6%-12.2pp | 78.8%-25.4pp | 67.2%-13.9pp |
| Annual return | 16.91% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $817 | $3,137-74.0% | $4,818-83.0% | $2,670-69.4% |
| Participant deferral / active EE | $1,945 | $3,411-43.0% | $5,680-65.7% | $4,125-52.8% |
| Admin fee / account holder | $674 | $5,956-88.7% | $13,210-94.9% | $5,651-88.1% |