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 | $24,043 | $45,312-46.9% | $86,233-72.1% | $67,986-64.6% |
| Participation rate | 22.5% | 42.4%-19.9pp | 69.0%-46.5pp | 57.2%-34.7pp |
| Annual return | 24.43% | 24.79%-0.4pp | 61.39%-37.0pp | 31.67%-7.2pp |
| Employer contribution / active EE | $239 | $1,160-79.4% | $2,504-90.5% | $2,019-88.2% |
| Participant deferral / active EE | $884 | $2,185-59.6% | $4,559-80.6% | $3,358-73.7% |
| Admin fee / account holder | $4,709 | $3,295+42.9% | $8,342-43.5% | $3,203+47.0% |