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 5-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 | $17,423 | $81,233-78.6% | $155,567-88.8% | $80,874-78.5% |
| Participation rate | 48.0% | 66.2%-18.2pp | 78.2%-30.2pp | 67.6%-19.6pp |
| Annual return | 21.65% | 33.33%-11.7pp | 64.74%-43.1pp | 35.62%-14.0pp |
| Employer contribution / active EE | $1,133 | $3,101-63.4% | $4,674-75.7% | $2,756-58.9% |
| Participant deferral / active EE | $1,908 | $3,452-44.7% | $5,628-66.1% | $4,297-55.6% |
| Admin fee / account holder | $879 | $7,998-89.0% | $15,916-94.5% | $6,935-87.3% |