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 7-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 | $18,194 | $48,750-62.7% | $88,946-79.5% | $74,304-75.5% |
| Participation rate | 9.5% | 44.5%-35.0pp | 68.8%-59.3pp | 60.3%-50.8pp |
| Annual return | 14.68% | 25.91%-11.2pp | 57.82%-43.1pp | 29.43%-14.8pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,258 | $2,423-48.1% | $4,581-72.5% | $3,767-66.6% |
| Admin fee / account holder | $2,914 | $3,756-22.4% | $8,261-64.7% | $2,969-1.9% |