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 | $16,597 | $80,717-79.4% | $154,803-89.3% | $84,808-80.4% |
| Participation rate | 17.4% | 66.8%-49.4pp | 78.1%-60.6pp | 68.3%-50.9pp |
| Annual return | 19.81% | 37.96%-18.1pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $547 | $2,761-80.2% | $4,305-87.3% | $2,631-79.2% |
| Participant deferral / active EE | $1,103 | $3,303-66.6% | $5,540-80.1% | $4,212-73.8% |
| Admin fee / account holder | $1,748 | $6,746-74.1% | $14,329-87.8% | $7,344-76.2% |