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 | $36,021 | $71,050-49.3% | $93,606-61.5% | $80,856-55.5% |
| Participation rate | 14.8% | 60.4%-45.6pp | 68.7%-53.9pp | 67.6%-52.8pp |
| Annual return | 10.95% | 11.26%-0.3pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $437 | $1,564-72.0% | $2,420-81.9% | $2,755-84.1% |
| Participant deferral / active EE | $1,719 | $4,034-57.4% | $4,411-61.0% | $4,296-60.0% |
| Admin fee / account holder | $907 | $6,945-86.9% | $8,285-89.0% | $6,918-86.9% |