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 | $20,880 | $60,022-65.2% | $88,946-76.5% | $84,808-75.4% |
| Participation rate | 30.6% | 57.8%-27.3pp | 68.8%-38.3pp | 68.3%-37.8pp |
| Annual return | 16.27% | 22.43%-6.2pp | 57.82%-41.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $327 | $1,703-80.8% | $2,555-87.2% | $2,631-87.6% |
| Participant deferral / active EE | $1,474 | $3,114-52.7% | $4,581-67.8% | $4,212-65.0% |
| Admin fee / account holder | $1,848 | $4,811-61.6% | $8,261-77.6% | $7,344-74.8% |