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 | $5,306 | $20,316-73.9% | $66,042-92.0% | $74,304-92.9% |
| Participation rate | 56.5% | 62.8%-6.3pp | 67.5%-11.0pp | 60.3%-3.9pp |
| Annual return | 18.64% | 28.10%-9.5pp | 52.11%-33.5pp | 29.43%-10.8pp |
| Employer contribution / active EE | $792 | $745+6.4% | $1,579-49.8% | $2,241-64.6% |
| Participant deferral / active EE | $1,325 | $1,615-18.0% | $2,835-53.3% | $3,767-64.8% |
| Admin fee / account holder | $1,953 | $1,668+17.0% | $5,747-66.0% | $2,969-34.2% |