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 | $24,411 | $76,407-68.1% | $150,298-83.8% | $82,448-70.4% |
| Participation rate | 46.9% | 66.4%-19.5pp | 77.8%-30.9pp | 68.1%-21.2pp |
| Annual return | 19.76% | 39.99%-20.2pp | 62.79%-43.0pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,342 | $2,614-10.4% | $4,154-43.6% | $2,551-8.2% |
| Participant deferral / active EE | $3,256 | $3,214+1.3% | $5,453-40.3% | $4,139-21.3% |
| Admin fee / account holder | $9,730 | $6,352+53.2% | $14,116-31.1% | $7,234+34.5% |