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 | $50,888 | $56,317-9.6% | $71,209-28.5% | $74,304-31.5% |
| Participation rate | 26.3% | 55.1%-28.9pp | 73.8%-47.5pp | 60.3%-34.1pp |
| Annual return | 20.04% | 42.83%-22.8pp | 282.51%-262.5pp | 29.43%-9.4pp |
| Employer contribution / active EE | $904 | $2,160-58.1% | $2,721-66.8% | $2,241-59.7% |
| Participant deferral / active EE | $2,653 | $2,788-4.8% | $4,175-36.5% | $3,767-29.6% |
| Admin fee / account holder | $331 | $2,290-85.5% | $5,349-93.8% | $2,969-88.8% |