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 | $9,746 | $80,717-87.9% | $154,803-93.7% | $84,808-88.5% |
| Participation rate | 44.0% | 66.8%-22.8pp | 78.1%-34.1pp | 68.3%-24.3pp |
| Annual return | 17.58% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $880 | $2,761-68.1% | $4,305-79.6% | $2,631-66.6% |
| Participant deferral / active EE | $1,195 | $3,303-63.8% | $5,540-78.4% | $4,212-71.6% |
| Admin fee / account holder | $998 | $6,746-85.2% | $14,329-93.0% | $7,344-86.4% |