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 | $33,948 | $45,343-25.1% | $150,298-77.4% | $67,986-50.1% |
| Participation rate | 19.0% | 51.9%-32.8pp | 77.8%-58.7pp | 57.2%-38.2pp |
| Annual return | 15.98% | 33.28%-17.3pp | 62.79%-46.8pp | 31.67%-15.7pp |
| Employer contribution / active EE | $529 | $1,462-63.8% | $4,154-87.3% | $2,019-73.8% |
| Participant deferral / active EE | $1,439 | $2,055-30.0% | $5,453-73.6% | $3,358-57.2% |
| Admin fee / account holder | $1,286 | $2,250-42.8% | $14,116-90.9% | $3,203-59.8% |