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 | $13,533 | $81,248-83.3% | $155,509-91.3% | $80,856-83.3% |
| Participation rate | 44.9% | 66.2%-21.3pp | 78.2%-33.3pp | 67.6%-22.7pp |
| Annual return | 14.98% | 33.31%-18.3pp | 64.67%-49.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $710 | $3,100-77.1% | $4,672-84.8% | $2,755-74.2% |
| Participant deferral / active EE | $2,470 | $3,452-28.4% | $5,626-56.1% | $4,296-42.5% |
| Admin fee / account holder | $1,066 | $7,997-86.7% | $15,912-93.3% | $6,918-84.6% |