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 | $31,151 | $80,717-61.4% | $154,803-79.9% | $84,808-63.3% |
| Participation rate | 35.0% | 66.8%-31.8pp | 78.1%-43.1pp | 68.3%-33.3pp |
| Annual return | 22.90% | 37.96%-15.1pp | 58.88%-36.0pp | 40.90%-18.0pp |
| Employer contribution / active EE | $731 | $2,761-73.5% | $4,305-83.0% | $2,631-72.2% |
| Participant deferral / active EE | $2,063 | $3,303-37.5% | $5,540-62.8% | $4,212-51.0% |
| Admin fee / account holder | $1,225 | $6,746-81.8% | $14,329-91.5% | $7,344-83.3% |