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 | $11,887 | $111,724-89.4% | $93,606-87.3% | $145,922-91.9% |
| Participation rate | 60.9% | 74.2%-13.3pp | 68.7%-7.9pp | 80.3%-19.4pp |
| Annual return | 15.24% | 202.98%-187.7pp | 133.20%-118.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,606 | $3,090-48.0% | $2,420-33.6% | $4,660-65.5% |
| Participant deferral / active EE | $2,012 | $4,912-59.0% | $4,411-54.4% | $6,688-69.9% |
| Admin fee / account holder | $2,028 | $10,250-80.2% | $8,285-75.5% | $13,397-84.9% |