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 3-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 | $50,554 | $80,717-37.4% | $154,803-67.3% | $84,808-40.4% |
| Participation rate | 39.7% | 66.8%-27.1pp | 78.1%-38.4pp | 68.3%-28.6pp |
| Annual return | 13.81% | 37.96%-24.1pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $913 | $2,761-66.9% | $4,305-78.8% | $2,631-65.3% |
| Participant deferral / active EE | $1,919 | $3,303-41.9% | $5,540-65.4% | $4,212-54.4% |
| Admin fee / account holder | $5,008 | $6,746-25.8% | $14,329-65.0% | $7,344-31.8% |