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 | $21,096 | $77,314-72.7% | $177,989-88.1% | $80,856-73.9% |
| Participation rate | 44.4% | 65.7%-21.3pp | 77.1%-32.6pp | 67.6%-23.2pp |
| Annual return | 23.47% | 18.09%+5.4pp | 294.48%-271.0pp | 35.59%-12.1pp |
| Employer contribution / active EE | $959 | $2,292-58.2% | $3,949-75.7% | $2,755-65.2% |
| Participant deferral / active EE | $1,948 | $4,411-55.8% | $6,276-69.0% | $4,296-54.6% |
| Admin fee / account holder | $5,800 | $7,191-19.3% | $10,363-44.0% | $6,918-16.2% |