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 | $9,674 | $100,773-90.4% | $88,946-89.1% | $142,382-93.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 17.83% | 70.18%-52.3pp | 57.82%-40.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,695 | $2,918-41.9% | $2,555-33.6% | $4,299-60.6% |
| Participant deferral / active EE | $2,225 | $5,230-57.5% | $4,581-51.4% | $6,507-65.8% |
| Admin fee / account holder | $2,353 | $9,693-75.7% | $8,261-71.5% | $12,624-81.4% |