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 6-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 | $17,185 | $51,175-66.4% | $70,515-75.6% | $75,163-77.1% |
| Participation rate | 30.0% | 60.9%-30.9pp | 68.3%-38.3pp | 67.2%-37.2pp |
| Annual return | 16.82% | 30.02%-13.2pp | 32.77%-16.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $431 | $1,826-76.4% | $2,973-85.5% | $2,670-83.9% |
| Participant deferral / active EE | $1,238 | $2,849-56.6% | $4,567-72.9% | $4,125-70.0% |
| Admin fee / account holder | $571 | $4,091-86.0% | $6,412-91.1% | $5,651-89.9% |