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 | $33,773 | $57,057-40.8% | $85,009-60.3% | $80,874-58.2% |
| Participation rate | 23.1% | 56.4%-33.3pp | 67.5%-44.4pp | 67.6%-44.6pp |
| Annual return | 16.89% | 21.66%-4.8pp | 66.47%-49.6pp | 35.62%-18.7pp |
| Employer contribution / active EE | $758 | $1,799-57.9% | $2,728-72.2% | $2,756-72.5% |
| Participant deferral / active EE | $1,265 | $3,112-59.3% | $4,522-72.0% | $4,297-70.6% |
| Admin fee / account holder | $654 | $4,986-86.9% | $6,153-89.4% | $6,935-90.6% |