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 | $22,114 | $81,248-72.8% | $155,509-85.8% | $80,856-72.7% |
| Participation rate | 59.5% | 66.2%-6.7pp | 78.2%-18.7pp | 67.6%-8.1pp |
| Annual return | 19.86% | 33.31%-13.4pp | 64.67%-44.8pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,909 | $3,100-38.4% | $4,672-59.1% | $2,755-30.7% |
| Participant deferral / active EE | $3,948 | $3,452+14.4% | $5,626-29.8% | $4,296-8.1% |
| Admin fee / account holder | $866 | $7,997-89.2% | $15,912-94.6% | $6,918-87.5% |