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 | $18,385 | $80,717-77.2% | $154,803-88.1% | $84,808-78.3% |
| Participation rate | 33.7% | 66.8%-33.1pp | 78.1%-44.3pp | 68.3%-34.6pp |
| Annual return | 20.55% | 37.96%-17.4pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,884 | $2,761-31.8% | $4,305-56.2% | $2,631-28.4% |
| Participant deferral / active EE | $3,101 | $3,303-6.1% | $5,540-44.0% | $4,212-26.4% |
| Admin fee / account holder | $1,065 | $6,746-84.2% | $14,329-92.6% | $7,344-85.5% |