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 | $13,095 | $57,590-77.3% | $86,233-84.8% | $82,448-84.1% |
| Participation rate | 40.5% | 57.9%-17.4pp | 69.0%-28.5pp | 68.1%-27.6pp |
| Annual return | 19.11% | 22.41%-3.3pp | 61.39%-42.3pp | 41.64%-22.5pp |
| Employer contribution / active EE | $935 | $1,655-43.5% | $2,504-62.7% | $2,551-63.3% |
| Participant deferral / active EE | $1,248 | $3,080-59.5% | $4,559-72.6% | $4,139-69.9% |
| Admin fee / account holder | $929 | $4,730-80.4% | $8,342-88.9% | $7,234-87.2% |