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 | $23,814 | $81,233-70.7% | $155,567-84.7% | $80,874-70.6% |
| Participation rate | 43.3% | 66.2%-22.9pp | 78.2%-34.9pp | 67.6%-24.3pp |
| Annual return | 18.19% | 33.33%-15.1pp | 64.74%-46.5pp | 35.62%-17.4pp |
| Employer contribution / active EE | $661 | $3,101-78.7% | $4,674-85.8% | $2,756-76.0% |
| Participant deferral / active EE | $3,121 | $3,452-9.6% | $5,628-44.5% | $4,297-27.4% |
| Admin fee / account holder | $6,122 | $7,998-23.4% | $15,916-61.5% | $6,935-11.7% |