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 | $46,214 | $84,233-45.1% | $170,442-72.9% | $70,131-34.1% |
| Participation rate | 41.3% | 70.8%-29.5pp | 83.6%-42.3pp | 69.5%-28.2pp |
| Annual return | 13.41% | 23.06%-9.6pp | 205.93%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $458 | $3,387-86.5% | $5,433-91.6% | $2,342-80.4% |
| Participant deferral / active EE | $2,254 | $3,086-26.9% | $4,939-54.4% | $3,332-32.3% |
| Admin fee / account holder | $2,395 | $5,698-58.0% | $13,880-82.7% | $4,645-48.4% |