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 | $36,923 | $117,983-68.7% | $101,794-63.7% | $142,382-74.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 10.88% | 36.92%-26.0pp | 30.53%-19.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $644 | $2,773-76.8% | $2,289-71.9% | $4,299-85.0% |
| Participant deferral / active EE | $1,823 | $4,714-61.3% | $4,084-55.4% | $6,507-72.0% |
| Admin fee / account holder | $13,200 | $10,433+26.5% | $8,777+50.4% | $12,624+4.6% |