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 | $53,435 | $81,248-34.2% | $155,509-65.6% | $80,856-33.9% |
| Participation rate | 10.3% | 66.2%-55.9pp | 78.2%-67.8pp | 67.6%-57.3pp |
| Annual return | 13.12% | 33.31%-20.2pp | 64.67%-51.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $543 | $3,100-82.5% | $4,672-88.4% | $2,755-80.3% |
| Participant deferral / active EE | $1,040 | $3,452-69.9% | $5,626-81.5% | $4,296-75.8% |
| Admin fee / account holder | $673 | $7,997-91.6% | $15,912-95.8% | $6,918-90.3% |