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 | $10,963 | $81,248-86.5% | $155,509-93.0% | $80,856-86.4% |
| Participation rate | 36.7% | 66.2%-29.6pp | 78.2%-41.5pp | 67.6%-31.0pp |
| Annual return | 17.84% | 33.31%-15.5pp | 64.67%-46.8pp | 35.59%-17.8pp |
| Employer contribution / active EE | $904 | $3,100-70.8% | $4,672-80.7% | $2,755-67.2% |
| Participant deferral / active EE | $1,852 | $3,452-46.3% | $5,626-67.1% | $4,296-56.9% |
| Admin fee / account holder | $547 | $7,997-93.2% | $15,912-96.6% | $6,918-92.1% |