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 | $22,608 | $88,672-74.5% | $105,223-78.5% | $82,448-72.6% |
| Participation rate | 46.7% | 67.9%-21.3pp | 75.0%-28.4pp | 68.1%-21.4pp |
| Annual return | 20.23% | 30.86%-10.6pp | 180.65%-160.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,503 | $3,048-50.7% | $3,689-59.3% | $2,551-41.1% |
| Participant deferral / active EE | $2,462 | $4,036-39.0% | $5,072-51.5% | $4,139-40.5% |
| Admin fee / account holder | $570 | $7,146-92.0% | $8,859-93.6% | $7,234-92.1% |