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 | $9,355 | $80,717-88.4% | $154,803-94.0% | $84,808-89.0% |
| Participation rate | 62.9% | 66.8%-4.0pp | 78.1%-15.2pp | 68.3%-5.5pp |
| Annual return | 23.56% | 37.96%-14.4pp | 58.88%-35.3pp | 40.90%-17.3pp |
| Employer contribution / active EE | $1,370 | $2,761-50.4% | $4,305-68.2% | $2,631-47.9% |
| Participant deferral / active EE | $1,597 | $3,303-51.6% | $5,540-71.2% | $4,212-62.1% |
| Admin fee / account holder | $368 | $6,746-94.5% | $14,329-97.4% | $7,344-95.0% |