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 | $33,535 | $81,248-58.7% | $155,509-78.4% | $80,856-58.5% |
| Participation rate | 43.8% | 66.2%-22.5pp | 78.2%-34.4pp | 67.6%-23.9pp |
| Annual return | 14.02% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,369 | $3,100-55.8% | $4,672-70.7% | $2,755-50.3% |
| Participant deferral / active EE | $2,486 | $3,452-28.0% | $5,626-55.8% | $4,296-42.1% |
| Admin fee / account holder | $1,216 | $7,997-84.8% | $15,912-92.4% | $6,918-82.4% |