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 | $47,122 | $57,016-17.4% | $84,966-44.5% | $80,856-41.7% |
| Participation rate | 17.8% | 56.3%-38.5pp | 67.5%-49.7pp | 67.6%-49.8pp |
| Annual return | 13.33% | 21.66%-8.3pp | 66.38%-53.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $941 | $1,798-47.6% | $2,727-65.5% | $2,755-65.8% |
| Participant deferral / active EE | $1,775 | $3,110-42.9% | $4,519-60.7% | $4,296-58.7% |
| Admin fee / account holder | $507 | $4,980-89.8% | $6,149-91.8% | $6,918-92.7% |