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 3-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 | $53,338 | $81,248-34.4% | $155,509-65.7% | $80,856-34.0% |
| Participation rate | 25.3% | 66.2%-40.9pp | 78.2%-52.9pp | 67.6%-42.3pp |
| Annual return | 15.23% | 33.31%-18.1pp | 64.67%-49.4pp | 35.59%-20.4pp |
| Employer contribution / active EE | $819 | $3,100-73.6% | $4,672-82.5% | $2,755-70.3% |
| Participant deferral / active EE | $1,249 | $3,452-63.8% | $5,626-77.8% | $4,296-70.9% |
| Admin fee / account holder | $10,517 | $7,997+31.5% | $15,912-33.9% | $6,918+52.0% |