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 | $9,832 | $58,627-83.2% | $76,735-87.2% | $82,448-88.1% |
| Participation rate | 57.3% | 63.2%-5.9pp | 69.5%-12.2pp | 68.1%-10.7pp |
| Annual return | 17.74% | 39.10%-21.4pp | 29.77%-12.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $527 | $1,729-69.5% | $2,454-78.5% | $2,551-79.3% |
| Participant deferral / active EE | $2,527 | $3,134-19.4% | $4,088-38.2% | $4,139-39.0% |
| Admin fee / account holder | $3,782 | $5,323-28.9% | $7,189-47.4% | $7,234-47.7% |