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 | $18,105 | $81,248-77.7% | $155,509-88.4% | $80,856-77.6% |
| Participation rate | 41.7% | 66.2%-24.6pp | 78.2%-36.5pp | 67.6%-26.0pp |
| Annual return | 32.49% | 33.31%-0.8pp | 64.67%-32.2pp | 35.59%-3.1pp |
| Employer contribution / active EE | $572 | $3,100-81.6% | $4,672-87.8% | $2,755-79.2% |
| Participant deferral / active EE | $1,800 | $3,452-47.9% | $5,626-68.0% | $4,296-58.1% |
| Admin fee / account holder | $884 | $7,997-88.9% | $15,912-94.4% | $6,918-87.2% |