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 | $21,411 | $53,516-60.0% | $126,539-83.1% | $84,808-74.8% |
| Participation rate | 39.5% | 58.2%-18.8pp | 69.8%-30.3pp | 68.3%-28.8pp |
| Annual return | 17.86% | 58.34%-40.5pp | 425.95%-408.1pp | 40.90%-23.0pp |
| Employer contribution / active EE | $698 | $1,535-54.5% | $3,674-81.0% | $2,631-73.5% |
| Participant deferral / active EE | $1,372 | $2,671-48.6% | $4,083-66.4% | $4,212-67.4% |
| Admin fee / account holder | $3,873 | $4,497-13.9% | $6,065-36.1% | $7,344-47.3% |