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 | $12,663 | $46,553-72.8% | $64,056-80.2% | $75,163-83.2% |
| Participation rate | 64.4% | 65.9%-1.5pp | 72.3%-7.9pp | 67.2%-2.8pp |
| Annual return | 17.12% | 26.03%-8.9pp | 33.69%-16.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $706 | $1,974-64.2% | $2,747-74.3% | $2,670-73.6% |
| Participant deferral / active EE | $1,081 | $2,837-61.9% | $3,880-72.1% | $4,125-73.8% |
| Admin fee / account holder | $659 | $2,952-77.7% | $3,068-78.5% | $5,651-88.3% |