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 | $80,717-77.9% | $154,803-88.5% | $84,808-79.0% |
| Participation rate | 32.1% | 66.8%-34.7pp | 78.1%-45.9pp | 68.3%-36.2pp |
| Annual return | 20.42% | 37.96%-17.5pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $762 | $2,761-72.4% | $4,305-82.3% | $2,631-71.0% |
| Participant deferral / active EE | $1,146 | $3,303-65.3% | $5,540-79.3% | $4,212-72.8% |
| Admin fee / account holder | $796 | $6,746-88.2% | $14,329-94.4% | $7,344-89.2% |