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 4-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 | $13,096 | $49,915-73.8% | $154,803-91.5% | $74,304-82.4% |
| Participation rate | 46.1% | 54.0%-7.9pp | 78.1%-32.0pp | 60.3%-14.3pp |
| Annual return | 19.21% | 34.06%-14.8pp | 58.88%-39.7pp | 29.43%-10.2pp |
| Employer contribution / active EE | $946 | $1,611-41.3% | $4,305-78.0% | $2,241-57.8% |
| Participant deferral / active EE | $1,450 | $2,255-35.7% | $5,540-73.8% | $3,767-61.5% |
| Admin fee / account holder | $870 | $2,189-60.3% | $14,329-93.9% | $2,969-70.7% |