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 | $25,240 | $80,717-68.7% | $154,803-83.7% | $84,808-70.2% |
| Participation rate | 28.6% | 66.8%-38.2pp | 78.1%-49.5pp | 68.3%-39.7pp |
| Annual return | 17.15% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $574 | $2,761-79.2% | $4,305-86.7% | $2,631-78.2% |
| Participant deferral / active EE | $1,269 | $3,303-61.6% | $5,540-77.1% | $4,212-69.9% |
| Admin fee / account holder | $2,282 | $6,746-66.2% | $14,329-84.1% | $7,344-68.9% |