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 8-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 | $16,855 | $81,248-79.3% | $155,509-89.2% | $80,856-79.2% |
| Participation rate | 59.4% | 66.2%-6.9pp | 78.2%-18.8pp | 67.6%-8.3pp |
| Annual return | 10.91% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $616 | $3,100-80.1% | $4,672-86.8% | $2,755-77.6% |
| Participant deferral / active EE | $1,274 | $3,452-63.1% | $5,626-77.4% | $4,296-70.3% |
| Admin fee / account holder | $449 | $7,997-94.4% | $15,912-97.2% | $6,918-93.5% |