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 | $22,634 | $81,460-72.2% | $103,333-78.1% | $80,856-72.0% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.6%-7.6pp |
| Annual return | 11.71% | 25.55%-13.8pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,703 | $3,105-45.1% | $3,868-56.0% | $2,755-38.2% |
| Participant deferral / active EE | $2,850 | $3,869-26.3% | $5,057-43.7% | $4,296-33.7% |
| Admin fee / account holder | $1,818 | $6,566-72.3% | $8,355-78.2% | $6,918-73.7% |