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 | $25,516 | $81,248-68.6% | $155,509-83.6% | $80,856-68.4% |
| Participation rate | 42.1% | 66.2%-24.1pp | 78.2%-36.1pp | 67.6%-25.5pp |
| Annual return | 12.60% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $830 | $3,100-73.2% | $4,672-82.2% | $2,755-69.9% |
| Participant deferral / active EE | $1,445 | $3,452-58.1% | $5,626-74.3% | $4,296-66.4% |
| Admin fee / account holder | $1,624 | $7,997-79.7% | $15,912-89.8% | $6,918-76.5% |