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 | $9,826 | $80,717-87.8% | $154,803-93.7% | $84,808-88.4% |
| Participation rate | 38.7% | 66.8%-28.1pp | 78.1%-39.4pp | 68.3%-29.6pp |
| Annual return | 16.28% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $669 | $2,761-75.8% | $4,305-84.5% | $2,631-74.6% |
| Participant deferral / active EE | $1,005 | $3,303-69.6% | $5,540-81.9% | $4,212-76.1% |
| Admin fee / account holder | $1,175 | $6,746-82.6% | $14,329-91.8% | $7,344-84.0% |