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 | $12,288 | $69,207-82.2% | $64,056-80.8% | $139,434-91.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.75% | 45.88%-33.1pp | 33.69%-20.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $712 | $3,182-77.6% | $2,747-74.1% | $4,751-85.0% |
| Participant deferral / active EE | $2,263 | $4,682-51.7% | $3,880-41.7% | $6,710-66.3% |
| Admin fee / account holder | $3,734 | $4,244-12.0% | $3,068+21.7% | $11,403-67.3% |