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 | $39,087 | $81,233-51.9% | $155,567-74.9% | $80,874-51.7% |
| Participation rate | 27.5% | 66.2%-38.7pp | 78.2%-50.7pp | 67.6%-40.1pp |
| Annual return | 13.85% | 33.33%-19.5pp | 64.74%-50.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $892 | $3,101-71.2% | $4,674-80.9% | $2,756-67.6% |
| Participant deferral / active EE | $2,218 | $3,452-35.7% | $5,628-60.6% | $4,297-48.4% |
| Admin fee / account holder | $1,166 | $7,998-85.4% | $15,916-92.7% | $6,935-83.2% |