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 | $39,708 | $73,933-46.3% | $96,683-58.9% | $75,163-47.2% |
| Participation rate | 52.2% | 66.4%-14.2pp | 74.3%-22.1pp | 67.2%-15.0pp |
| Annual return | 17.20% | 26.70%-9.5pp | 35.69%-18.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $956 | $2,928-67.3% | $3,737-74.4% | $2,670-64.2% |
| Participant deferral / active EE | $5,117 | $3,659+39.9% | $4,878+4.9% | $4,125+24.1% |
| Admin fee / account holder | $3,117 | $5,216-40.2% | $6,730-53.7% | $5,651-44.8% |