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 | $25,352 | $76,407-66.8% | $150,298-83.1% | $82,448-69.3% |
| Participation rate | 18.9% | 66.4%-47.4pp | 77.8%-58.8pp | 68.1%-49.1pp |
| Annual return | 18.10% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $570 | $2,614-78.2% | $4,154-86.3% | $2,551-77.7% |
| Participant deferral / active EE | $937 | $3,214-70.8% | $5,453-82.8% | $4,139-77.4% |
| Admin fee / account holder | $1,390 | $6,352-78.1% | $14,116-90.2% | $7,234-80.8% |