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 | $13,735 | $49,915-72.5% | $154,803-91.1% | $74,304-81.5% |
| Participation rate | 34.9% | 54.0%-19.0pp | 78.1%-43.1pp | 60.3%-25.4pp |
| Annual return | 18.10% | 34.06%-16.0pp | 58.88%-40.8pp | 29.43%-11.3pp |
| Employer contribution / active EE | $253 | $1,611-84.3% | $4,305-94.1% | $2,241-88.7% |
| Participant deferral / active EE | $1,284 | $2,255-43.1% | $5,540-76.8% | $3,767-65.9% |
| Admin fee / account holder | $1,347 | $2,189-38.5% | $14,329-90.6% | $2,969-54.6% |