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 | $9,491 | $81,248-88.3% | $155,509-93.9% | $80,856-88.3% |
| Participation rate | 29.0% | 66.2%-37.2pp | 78.2%-49.2pp | 67.6%-38.6pp |
| Annual return | 17.92% | 33.31%-15.4pp | 64.67%-46.8pp | 35.59%-17.7pp |
| Employer contribution / active EE | $442 | $3,100-85.7% | $4,672-90.5% | $2,755-83.9% |
| Participant deferral / active EE | $987 | $3,452-71.4% | $5,626-82.5% | $4,296-77.0% |
| Admin fee / account holder | $509 | $7,997-93.6% | $15,912-96.8% | $6,918-92.6% |