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 | $20,514 | $80,717-74.6% | $154,803-86.7% | $84,808-75.8% |
| Participation rate | 51.7% | 66.8%-15.1pp | 78.1%-26.3pp | 68.3%-16.6pp |
| Annual return | 16.32% | 37.96%-21.6pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $537 | $2,761-80.5% | $4,305-87.5% | $2,631-79.6% |
| Participant deferral / active EE | $1,776 | $3,303-46.2% | $5,540-67.9% | $4,212-57.8% |
| Admin fee / account holder | $888 | $6,746-86.8% | $14,329-93.8% | $7,344-87.9% |