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 | $16,808 | $51,175-67.2% | $70,515-76.2% | $75,163-77.6% |
| Participation rate | 32.1% | 60.9%-28.8pp | 68.3%-36.2pp | 67.2%-35.0pp |
| Annual return | 14.37% | 30.02%-15.7pp | 32.77%-18.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $368 | $1,826-79.9% | $2,973-87.6% | $2,670-86.2% |
| Participant deferral / active EE | $1,234 | $2,849-56.7% | $4,567-73.0% | $4,125-70.1% |
| Admin fee / account holder | $2,633 | $4,091-35.6% | $6,412-58.9% | $5,651-53.4% |