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 | $17,057 | $81,248-79.0% | $155,509-89.0% | $80,856-78.9% |
| Participation rate | 27.6% | 66.2%-38.7pp | 78.2%-50.6pp | 67.6%-40.1pp |
| Annual return | 11.59% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $596 | $3,100-80.8% | $4,672-87.3% | $2,755-78.4% |
| Participant deferral / active EE | $956 | $3,452-72.3% | $5,626-83.0% | $4,296-77.8% |
| Admin fee / account holder | $1,945 | $7,997-75.7% | $15,912-87.8% | $6,918-71.9% |