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 | $13,099 | $48,750-73.1% | $88,946-85.3% | $74,304-82.4% |
| Participation rate | 15.6% | 44.5%-28.9pp | 68.8%-53.3pp | 60.3%-44.8pp |
| Annual return | 19.05% | 25.91%-6.9pp | 57.82%-38.8pp | 29.43%-10.4pp |
| Employer contribution / active EE | $522 | $1,255-58.4% | $2,555-79.6% | $2,241-76.7% |
| Participant deferral / active EE | $783 | $2,423-67.7% | $4,581-82.9% | $3,767-79.2% |
| Admin fee / account holder | $571 | $3,756-84.8% | $8,261-93.1% | $2,969-80.8% |