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 | $77,164-72.7% | $178,014-88.1% | $80,874-73.9% |
| Participation rate | 44.4% | 65.7%-21.3pp | 77.1%-32.6pp | 67.6%-23.2pp |
| Annual return | 23.47% | 18.09%+5.4pp | 294.80%-271.3pp | 35.62%-12.1pp |
| Employer contribution / active EE | $959 | $2,288-58.1% | $3,950-75.7% | $2,756-65.2% |
| Participant deferral / active EE | $1,948 | $4,408-55.8% | $6,276-69.0% | $4,297-54.7% |
| Admin fee / account holder | $5,800 | $7,164-19.0% | $10,362-44.0% | $6,935-16.4% |