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 | $13,382 | $51,175-73.9% | $70,515-81.0% | $75,163-82.2% |
| Participation rate | 40.4% | 60.9%-20.5pp | 68.3%-27.9pp | 67.2%-26.7pp |
| Annual return | 13.75% | 30.02%-16.3pp | 32.77%-19.0pp | 160.62%-146.9pp |
| Employer contribution / active EE | $543 | $1,826-70.2% | $2,973-81.7% | $2,670-79.6% |
| Participant deferral / active EE | $1,145 | $2,849-59.8% | $4,567-74.9% | $4,125-72.2% |
| Admin fee / account holder | $1,593 | $4,091-61.1% | $6,412-75.2% | $5,651-71.8% |