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 | $9,145 | $80,717-88.7% | $154,803-94.1% | $84,808-89.2% |
| Participation rate | 48.0% | 66.8%-18.8pp | 78.1%-30.1pp | 68.3%-20.3pp |
| Annual return | 15.01% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,120 | $2,761-59.4% | $4,305-74.0% | $2,631-57.4% |
| Participant deferral / active EE | $1,566 | $3,303-52.6% | $5,540-71.7% | $4,212-62.8% |
| Admin fee / account holder | $1,334 | $6,746-80.2% | $14,329-90.7% | $7,344-81.8% |