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 | $16,772 | $80,717-79.2% | $154,803-89.2% | $84,808-80.2% |
| Participation rate | 20.0% | 66.8%-46.8pp | 78.1%-58.1pp | 68.3%-48.3pp |
| Annual return | 23.79% | 37.96%-14.2pp | 58.88%-35.1pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,086 | $2,761-60.7% | $4,305-74.8% | $2,631-58.7% |
| Participant deferral / active EE | $1,322 | $3,303-60.0% | $5,540-76.1% | $4,212-68.6% |
| Admin fee / account holder | $4,771 | $6,746-29.3% | $14,329-66.7% | $7,344-35.0% |