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 | $27,623 | $67,894-59.3% | $89,340-69.1% | $82,448-66.5% |
| Participation rate | 52.7% | 64.0%-11.4pp | 69.6%-16.9pp | 68.1%-15.4pp |
| Annual return | 16.81% | 19.21%-2.4pp | 20.57%-3.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $693 | $1,828-62.1% | $2,231-68.9% | $2,551-72.8% |
| Participant deferral / active EE | $2,221 | $3,072-27.7% | $3,823-41.9% | $4,139-46.3% |
| Admin fee / account holder | $10,444 | $5,723+82.5% | $6,704+55.8% | $7,234+44.4% |