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 | $16,031 | $57,016-71.9% | $84,966-81.1% | $80,856-80.2% |
| Participation rate | 36.7% | 56.3%-19.7pp | 67.5%-30.8pp | 67.6%-31.0pp |
| Annual return | 14.82% | 21.66%-6.8pp | 66.38%-51.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $655 | $1,798-63.6% | $2,727-76.0% | $2,755-76.2% |
| Participant deferral / active EE | $957 | $3,110-69.2% | $4,519-78.8% | $4,296-77.7% |
| Admin fee / account holder | $301 | $4,980-94.0% | $6,149-95.1% | $6,918-95.7% |