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 | $12,694 | $77,899-83.7% | $149,673-91.5% | $75,163-83.1% |
| Participation rate | 34.7% | 65.6%-30.9pp | 78.8%-44.1pp | 67.2%-32.5pp |
| Annual return | 24.48% | 31.72%-7.2pp | 134.42%-109.9pp | 160.62%-136.1pp |
| Employer contribution / active EE | $379 | $3,137-87.9% | $4,818-92.1% | $2,670-85.8% |
| Participant deferral / active EE | $1,294 | $3,411-62.1% | $5,680-77.2% | $4,125-68.6% |
| Admin fee / account holder | $531 | $5,956-91.1% | $13,210-96.0% | $5,651-90.6% |