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 3-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 | $18,933 | $51,576-63.3% | $129,207-85.3% | $80,856-76.6% |
| Participation rate | 27.8% | 57.0%-29.2pp | 69.6%-41.8pp | 67.6%-39.9pp |
| Annual return | 21.95% | 20.81%+1.1pp | 9417.33%-9395.4pp | 35.59%-13.6pp |
| Employer contribution / active EE | $547 | $1,584-65.5% | $4,153-86.8% | $2,755-80.1% |
| Participant deferral / active EE | $2,316 | $2,669-13.2% | $4,168-44.4% | $4,296-46.1% |
| Admin fee / account holder | $1,645 | $4,305-61.8% | $7,715-78.7% | $6,918-76.2% |