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 | $36,687 | $80,717-54.5% | $154,803-76.3% | $84,808-56.7% |
| Participation rate | 23.7% | 66.8%-43.1pp | 78.1%-54.4pp | 68.3%-44.6pp |
| Annual return | 18.97% | 37.96%-19.0pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,151 | $2,761-58.3% | $4,305-73.3% | $2,631-56.3% |
| Participant deferral / active EE | $1,955 | $3,303-40.8% | $5,540-64.7% | $4,212-53.6% |
| Admin fee / account holder | $936 | $6,746-86.1% | $14,329-93.5% | $7,344-87.3% |