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 | $22,535 | $60,892-63.0% | $82,389-72.6% | $84,808-73.4% |
| Participation rate | 33.0% | 63.3%-30.3pp | 69.5%-36.6pp | 68.3%-35.4pp |
| Annual return | 14.61% | 37.29%-22.7pp | 28.67%-14.1pp | 40.90%-26.3pp |
| Employer contribution / active EE | $875 | $1,779-50.8% | $2,517-65.3% | $2,631-66.8% |
| Participant deferral / active EE | $1,310 | $3,179-58.8% | $4,155-68.5% | $4,212-68.9% |
| Admin fee / account holder | $1,369 | $5,467-75.0% | $7,231-81.1% | $7,344-81.4% |