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 8-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 | $17,922 | $81,248-77.9% | $155,509-88.5% | $80,856-77.8% |
| Participation rate | 43.3% | 66.2%-22.9pp | 78.2%-34.9pp | 67.6%-24.3pp |
| Annual return | 11.06% | 33.31%-22.3pp | 64.67%-53.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $738 | $3,100-76.2% | $4,672-84.2% | $2,755-73.2% |
| Participant deferral / active EE | $1,115 | $3,452-67.7% | $5,626-80.2% | $4,296-74.1% |
| Admin fee / account holder | $1,241 | $7,997-84.5% | $15,912-92.2% | $6,918-82.1% |