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 | $13,655 | $57,016-76.1% | $84,966-83.9% | $80,856-83.1% |
| Participation rate | 49.4% | 56.3%-7.0pp | 67.5%-18.1pp | 67.6%-18.3pp |
| Annual return | 13.84% | 21.66%-7.8pp | 66.38%-52.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $692 | $1,798-61.5% | $2,727-74.6% | $2,755-74.9% |
| Participant deferral / active EE | $1,563 | $3,110-49.7% | $4,519-65.4% | $4,296-63.6% |
| Admin fee / account holder | $565 | $4,980-88.7% | $6,149-90.8% | $6,918-91.8% |