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 | $40,515 | $80,717-49.8% | $154,803-73.8% | $84,808-52.2% |
| Participation rate | 16.7% | 66.8%-50.1pp | 78.1%-61.4pp | 68.3%-51.6pp |
| Annual return | 18.71% | 37.96%-19.2pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $751 | $2,761-72.8% | $4,305-82.5% | $2,631-71.4% |
| Participant deferral / active EE | $1,701 | $3,303-48.5% | $5,540-69.3% | $4,212-59.6% |
| Admin fee / account holder | $6,214 | $6,746-7.9% | $14,329-56.6% | $7,344-15.4% |