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 3-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 | $19,751 | $111,814-82.3% | $93,654-78.9% | $145,959-86.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 12.95% | 203.30%-190.4pp | 133.34%-120.4pp | 561.95%-549.0pp |
| Employer contribution / active EE | $937 | $3,092-69.7% | $2,421-61.3% | $4,661-79.9% |
| Participant deferral / active EE | $2,443 | $4,914-50.3% | $4,413-44.6% | $6,689-63.5% |
| Admin fee / account holder | $388 | $10,246-96.2% | $8,282-95.3% | $13,398-97.1% |