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 3-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 | $20,915 | $71,829-70.9% | $69,780-70.0% | $142,382-85.3% |
| Participation rate | 33.3% | 81.6%-48.2pp | 79.3%-46.0pp | 80.1%-46.8pp |
| Annual return | 22.25% | 31.01%-8.8pp | 26.31%-4.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $852 | $4,385-80.6% | $4,168-79.6% | $4,299-80.2% |
| Participant deferral / active EE | $1,260 | $6,819-81.5% | $6,164-79.6% | $6,507-80.6% |
| Admin fee / account holder | $869 | $7,818-88.9% | $7,285-88.1% | $12,624-93.1% |