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 | $11,859 | $59,097-79.9% | $82,389-85.6% | $74,304-84.0% |
| Participation rate | 28.8% | 52.8%-23.9pp | 69.5%-40.7pp | 60.3%-31.5pp |
| Annual return | 21.31% | 22.85%-1.5pp | 28.67%-7.4pp | 29.43%-8.1pp |
| Employer contribution / active EE | $432 | $1,601-73.0% | $2,517-82.8% | $2,241-80.7% |
| Participant deferral / active EE | $941 | $2,775-66.1% | $4,155-77.4% | $3,767-75.0% |
| Admin fee / account holder | $678 | $4,489-84.9% | $7,231-90.6% | $2,969-77.2% |