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 | $29,941 | $77,899-61.6% | $149,673-80.0% | $75,163-60.2% |
| Participation rate | 26.9% | 65.6%-38.7pp | 78.8%-51.8pp | 67.2%-40.3pp |
| Annual return | 18.61% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $631 | $3,137-79.9% | $4,818-86.9% | $2,670-76.4% |
| Participant deferral / active EE | $1,590 | $3,411-53.4% | $5,680-72.0% | $4,125-61.5% |
| Admin fee / account holder | $2,357 | $5,956-60.4% | $13,210-82.2% | $5,651-58.3% |