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 7-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 | $22,889 | $81,248-71.8% | $155,509-85.3% | $80,856-71.7% |
| Participation rate | 54.5% | 66.2%-11.7pp | 78.2%-23.6pp | 67.6%-13.1pp |
| Annual return | 13.51% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,530 | $3,100-50.6% | $4,672-67.2% | $2,755-44.4% |
| Participant deferral / active EE | $3,144 | $3,452-8.9% | $5,626-44.1% | $4,296-26.8% |
| Admin fee / account holder | $1,076 | $7,997-86.5% | $15,912-93.2% | $6,918-84.4% |