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 | $11,371 | $49,915-77.2% | $154,803-92.7% | $74,304-84.7% |
| Participation rate | 50.4% | 54.0%-3.5pp | 78.1%-27.6pp | 60.3%-9.9pp |
| Annual return | 19.05% | 34.06%-15.0pp | 58.88%-39.8pp | 29.43%-10.4pp |
| Employer contribution / active EE | $731 | $1,611-54.6% | $4,305-83.0% | $2,241-67.4% |
| Participant deferral / active EE | $1,128 | $2,255-50.0% | $5,540-79.6% | $3,767-70.1% |
| Admin fee / account holder | $2,626 | $2,189+20.0% | $14,329-81.7% | $2,969-11.5% |