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 | $18,131 | $80,717-77.5% | $154,803-88.3% | $84,808-78.6% |
| Participation rate | 60.0% | 66.8%-6.8pp | 78.1%-18.1pp | 68.3%-8.3pp |
| Annual return | 16.08% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $690 | $2,761-75.0% | $4,305-84.0% | $2,631-73.8% |
| Participant deferral / active EE | $971 | $3,303-70.6% | $5,540-82.5% | $4,212-76.9% |
| Admin fee / account holder | $2,699 | $6,746-60.0% | $14,329-81.2% | $7,344-63.2% |