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 | $13,397 | $81,248-83.5% | $155,509-91.4% | $80,856-83.4% |
| Participation rate | 57.5% | 66.2%-8.7pp | 78.2%-20.7pp | 67.6%-10.1pp |
| Annual return | 13.65% | 33.31%-19.7pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $822 | $3,100-73.5% | $4,672-82.4% | $2,755-70.2% |
| Participant deferral / active EE | $1,757 | $3,452-49.1% | $5,626-68.8% | $4,296-59.1% |
| Admin fee / account holder | $336 | $7,997-95.8% | $15,912-97.9% | $6,918-95.1% |