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 | $14,758 | $57,057-74.1% | $85,009-82.6% | $80,874-81.8% |
| Participation rate | 17.6% | 56.4%-38.7pp | 67.5%-49.9pp | 67.6%-50.0pp |
| Annual return | 11.82% | 21.66%-9.8pp | 66.47%-54.6pp | 35.62%-23.8pp |
| Employer contribution / active EE | $466 | $1,799-74.1% | $2,728-82.9% | $2,756-83.1% |
| Participant deferral / active EE | $1,190 | $3,112-61.8% | $4,522-73.7% | $4,297-72.3% |
| Admin fee / account holder | $1,387 | $4,986-72.2% | $6,153-77.5% | $6,935-80.0% |