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 | $13,893 | $77,899-82.2% | $149,673-90.7% | $75,163-81.5% |
| Participation rate | 43.1% | 65.6%-22.4pp | 78.8%-35.6pp | 67.2%-24.1pp |
| Annual return | 29.31% | 31.72%-2.4pp | 134.42%-105.1pp | 160.62%-131.3pp |
| Employer contribution / active EE | $733 | $3,137-76.6% | $4,818-84.8% | $2,670-72.5% |
| Participant deferral / active EE | $1,315 | $3,411-61.4% | $5,680-76.8% | $4,125-68.1% |
| Admin fee / account holder | $690 | $5,956-88.4% | $13,210-94.8% | $5,651-87.8% |