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 | $9,865 | $54,705-82.0% | $71,209-86.1% | $84,808-88.4% |
| Participation rate | 52.8% | 64.1%-11.3pp | 73.8%-21.0pp | 68.3%-15.5pp |
| Annual return | 19.07% | 35.90%-16.8pp | 282.51%-263.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $696 | $2,158-67.8% | $2,721-74.4% | $2,631-73.6% |
| Participant deferral / active EE | $2,376 | $3,030-21.6% | $4,175-43.1% | $4,212-43.6% |
| Admin fee / account holder | $935 | $4,863-80.8% | $5,349-82.5% | $7,344-87.3% |