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 3-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 | $9,041 | $80,717-88.8% | $154,803-94.2% | $84,808-89.3% |
| Participation rate | 27.5% | 66.8%-39.4pp | 78.1%-50.6pp | 68.3%-40.9pp |
| Annual return | 54.47% | 37.96%+16.5pp | 58.88%-4.4pp | 40.90%+13.6pp |
| Employer contribution / active EE | $502 | $2,761-81.8% | $4,305-88.3% | $2,631-80.9% |
| Participant deferral / active EE | $1,087 | $3,303-67.1% | $5,540-80.4% | $4,212-74.2% |
| Admin fee / account holder | $520 | $6,746-92.3% | $14,329-96.4% | $7,344-92.9% |