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 3-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 | $4,681 | $20,316-77.0% | $66,042-92.9% | $74,304-93.7% |
| Participation rate | 53.5% | 62.8%-9.3pp | 67.5%-14.0pp | 60.3%-6.9pp |
| Annual return | 18.96% | 28.10%-9.1pp | 52.11%-33.2pp | 29.43%-10.5pp |
| Employer contribution / active EE | $246 | $745-66.9% | $1,579-84.4% | $2,241-89.0% |
| Participant deferral / active EE | $1,169 | $1,615-27.7% | $2,835-58.8% | $3,767-69.0% |
| Admin fee / account holder | $1,328 | $1,668-20.4% | $5,747-76.9% | $2,969-55.3% |