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 | $43,490 | $57,016-23.7% | $84,966-48.8% | $80,856-46.2% |
| Participation rate | 37.1% | 56.3%-19.3pp | 67.5%-30.4pp | 67.6%-30.6pp |
| Annual return | 17.79% | 21.66%-3.9pp | 66.38%-48.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $964 | $1,798-46.4% | $2,727-64.6% | $2,755-65.0% |
| Participant deferral / active EE | $1,456 | $3,110-53.2% | $4,519-67.8% | $4,296-66.1% |
| Admin fee / account holder | $736 | $4,980-85.2% | $6,149-88.0% | $6,918-89.4% |