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 | $13,655 | $80,717-83.1% | $154,803-91.2% | $84,808-83.9% |
| Participation rate | 53.7% | 66.8%-13.2pp | 78.1%-24.4pp | 68.3%-14.7pp |
| Annual return | 20.75% | 37.96%-17.2pp | 58.88%-38.1pp | 40.90%-20.1pp |
| Employer contribution / active EE | $744 | $2,761-73.0% | $4,305-82.7% | $2,631-71.7% |
| Participant deferral / active EE | $1,384 | $3,303-58.1% | $5,540-75.0% | $4,212-67.1% |
| Admin fee / account holder | $467 | $6,746-93.1% | $14,329-96.7% | $7,344-93.6% |