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 | $15,020 | $81,233-81.5% | $155,567-90.3% | $80,874-81.4% |
| Participation rate | 56.5% | 66.2%-9.7pp | 78.2%-21.7pp | 67.6%-11.1pp |
| Annual return | 11.65% | 33.33%-21.7pp | 64.74%-53.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $574 | $3,101-81.5% | $4,674-87.7% | $2,756-79.2% |
| Participant deferral / active EE | $1,593 | $3,452-53.8% | $5,628-71.7% | $4,297-62.9% |
| Admin fee / account holder | $3,334 | $7,998-58.3% | $15,916-79.1% | $6,935-51.9% |