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 | $17,825 | $76,407-76.7% | $150,298-88.1% | $82,448-78.4% |
| Participation rate | 32.1% | 66.4%-34.3pp | 77.8%-45.6pp | 68.1%-35.9pp |
| Annual return | 20.42% | 39.99%-19.6pp | 62.79%-42.4pp | 41.64%-21.2pp |
| Employer contribution / active EE | $762 | $2,614-70.8% | $4,154-81.7% | $2,551-70.1% |
| Participant deferral / active EE | $1,146 | $3,214-64.3% | $5,453-79.0% | $4,139-72.3% |
| Admin fee / account holder | $796 | $6,352-87.5% | $14,116-94.4% | $7,234-89.0% |