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 | $8,667 | $53,516-83.8% | $126,539-93.2% | $84,808-89.8% |
| Participation rate | 66.0% | 58.2%+7.8pp | 69.8%-3.8pp | 68.3%-2.3pp |
| Annual return | 17.48% | 58.34%-40.9pp | 425.95%-408.5pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,999 | $2,671-25.2% | $4,083-51.0% | $4,212-52.5% |
| Admin fee / account holder | $719 | $4,497-84.0% | $6,065-88.1% | $7,344-90.2% |