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 | $28,967 | $49,915-42.0% | $154,803-81.3% | $74,304-61.0% |
| Participation rate | 37.3% | 54.0%-16.6pp | 78.1%-40.8pp | 60.3%-23.0pp |
| Annual return | 23.25% | 34.06%-10.8pp | 58.88%-35.6pp | 29.43%-6.2pp |
| Employer contribution / active EE | $756 | $1,611-53.1% | $4,305-82.4% | $2,241-66.3% |
| Participant deferral / active EE | $1,383 | $2,255-38.7% | $5,540-75.0% | $3,767-63.3% |
| Admin fee / account holder | $645 | $2,189-70.5% | $14,329-95.5% | $2,969-78.3% |