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 | $11,871 | $51,175-76.8% | $70,515-83.2% | $75,163-84.2% |
| Participation rate | 36.1% | 60.9%-24.8pp | 68.3%-32.2pp | 67.2%-31.1pp |
| Annual return | 22.40% | 30.02%-7.6pp | 32.77%-10.4pp | 160.62%-138.2pp |
| Employer contribution / active EE | $649 | $1,826-64.5% | $2,973-78.2% | $2,670-75.7% |
| Participant deferral / active EE | $2,490 | $2,849-12.6% | $4,567-45.5% | $4,125-39.6% |
| Admin fee / account holder | $2,611 | $4,091-36.2% | $6,412-59.3% | $5,651-53.8% |