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 | $18,027 | $48,277-62.7% | $67,511-73.3% | $80,874-77.7% |
| Participation rate | 37.2% | 66.4%-29.2pp | 72.9%-35.7pp | 67.6%-30.5pp |
| Annual return | 19.76% | 18.27%+1.5pp | 3517.41%-3497.6pp | 35.62%-15.9pp |
| Employer contribution / active EE | $1,049 | $2,021-48.1% | $2,733-61.6% | $2,756-61.9% |
| Participant deferral / active EE | $2,725 | $2,926-6.9% | $4,000-31.9% | $4,297-36.6% |
| Admin fee / account holder | $1,444 | $3,687-60.8% | $3,999-63.9% | $6,935-79.2% |