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 | $13,651 | $81,248-83.2% | $155,509-91.2% | $80,856-83.1% |
| Participation rate | 24.4% | 66.2%-41.8pp | 78.2%-53.7pp | 67.6%-43.2pp |
| Annual return | 20.56% | 33.31%-12.8pp | 64.67%-44.1pp | 35.59%-15.0pp |
| Employer contribution / active EE | $756 | $3,100-75.6% | $4,672-83.8% | $2,755-72.5% |
| Participant deferral / active EE | $1,596 | $3,452-53.8% | $5,626-71.6% | $4,296-62.8% |
| Admin fee / account holder | $1,490 | $7,997-81.4% | $15,912-90.6% | $6,918-78.5% |