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 | $16,962 | $81,248-79.1% | $155,509-89.1% | $80,856-79.0% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.6%-27.6pp |
| Annual return | 37.28% | 33.31%+4.0pp | 64.67%-27.4pp | 35.59%+1.7pp |
| Employer contribution / active EE | $813 | $3,100-73.8% | $4,672-82.6% | $2,755-70.5% |
| Participant deferral / active EE | $1,586 | $3,452-54.1% | $5,626-71.8% | $4,296-63.1% |
| Admin fee / account holder | $4,295 | $7,997-46.3% | $15,912-73.0% | $6,918-37.9% |