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 | $20,966 | $57,541-63.6% | $95,745-78.1% | $75,163-72.1% |
| Participation rate | 40.0% | 62.5%-22.5pp | 72.3%-32.3pp | 67.2%-27.2pp |
| Annual return | 22.23% | 34.93%-12.7pp | 28.35%-6.1pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,090 | $1,808-39.7% | $2,835-61.5% | $2,670-59.2% |
| Participant deferral / active EE | $2,164 | $3,074-29.6% | $4,245-49.0% | $4,125-47.5% |
| Admin fee / account holder | $1,283 | $4,099-68.7% | $5,678-77.4% | $5,651-77.3% |