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 | $33,972 | $80,717-57.9% | $154,803-78.1% | $84,808-59.9% |
| Participation rate | 14.9% | 66.8%-51.9pp | 78.1%-63.2pp | 68.3%-53.4pp |
| Annual return | 21.93% | 37.96%-16.0pp | 58.88%-37.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $465 | $2,761-83.1% | $4,305-89.2% | $2,631-82.3% |
| Participant deferral / active EE | $1,773 | $3,303-46.3% | $5,540-68.0% | $4,212-57.9% |
| Admin fee / account holder | $1,378 | $6,746-79.6% | $14,329-90.4% | $7,344-81.2% |