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 | $19,246 | $102,605-81.2% | $145,661-86.8% | $84,808-77.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 77.2%-27.2pp | 68.3%-18.3pp |
| Annual return | 15.58% | 26.50%-10.9pp | 101.46%-85.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,028 | $3,325-39.0% | $4,238-52.1% | $2,631-22.9% |
| Participant deferral / active EE | $3,084 | $5,750-46.4% | $7,198-57.2% | $4,212-26.8% |
| Admin fee / account holder | $3,541 | $8,758-59.6% | $12,466-71.6% | $7,344-51.8% |