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 | $8,497 | $51,175-83.4% | $70,515-88.0% | $75,163-88.7% |
| Participation rate | 26.7% | 60.9%-34.3pp | 68.3%-41.7pp | 67.2%-40.5pp |
| Annual return | 22.96% | 30.02%-7.1pp | 32.77%-9.8pp | 160.62%-137.7pp |
| Employer contribution / active EE | $774 | $1,826-57.6% | $2,973-74.0% | $2,670-71.0% |
| Participant deferral / active EE | $1,187 | $2,849-58.4% | $4,567-74.0% | $4,125-71.2% |
| Admin fee / account holder | $647 | $4,091-84.2% | $6,412-89.9% | $5,651-88.5% |