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 | $21,712 | $54,705-60.3% | $71,209-69.5% | $84,808-74.4% |
| Participation rate | 51.0% | 64.1%-13.0pp | 73.8%-22.7pp | 68.3%-17.3pp |
| Annual return | 19.65% | 35.90%-16.2pp | 282.51%-262.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $672 | $2,158-68.9% | $2,721-75.3% | $2,631-74.5% |
| Participant deferral / active EE | $1,043 | $3,030-65.6% | $4,175-75.0% | $4,212-75.2% |
| Admin fee / account holder | $413 | $4,863-91.5% | $5,349-92.3% | $7,344-94.4% |