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 7-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 | $23,320 | $49,922-53.3% | $80,569-71.1% | $75,163-69.0% |
| Participation rate | 20.0% | 55.3%-35.3pp | 67.0%-47.0pp | 67.2%-47.2pp |
| Annual return | 15.48% | 34.69%-19.2pp | 935.43%-920.0pp | 160.62%-145.1pp |
| Employer contribution / active EE | $431 | $1,698-74.6% | $2,723-84.2% | $2,670-83.8% |
| Participant deferral / active EE | $1,514 | $2,990-49.4% | $4,447-66.0% | $4,125-63.3% |
| Admin fee / account holder | $3,266 | $3,577-8.7% | $5,377-39.3% | $5,651-42.2% |