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 | $18,031 | $81,248-77.8% | $155,509-88.4% | $80,856-77.7% |
| Participation rate | 24.1% | 66.2%-42.1pp | 78.2%-54.0pp | 67.6%-43.5pp |
| Annual return | 20.33% | 33.31%-13.0pp | 64.67%-44.3pp | 35.59%-15.3pp |
| Employer contribution / active EE | $736 | $3,100-76.3% | $4,672-84.3% | $2,755-73.3% |
| Participant deferral / active EE | $1,446 | $3,452-58.1% | $5,626-74.3% | $4,296-66.3% |
| Admin fee / account holder | $17,112 | $7,997+114.0% | $15,912+7.5% | $6,918+147.4% |