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 | $14,616 | $80,717-81.9% | $154,803-90.6% | $84,808-82.8% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 24.90% | 37.96%-13.1pp | 58.88%-34.0pp | 40.90%-16.0pp |
| Employer contribution / active EE | $1,017 | $2,761-63.2% | $4,305-76.4% | $2,631-61.3% |
| Participant deferral / active EE | $1,762 | $3,303-46.6% | $5,540-68.2% | $4,212-58.2% |
| Admin fee / account holder | $331 | $6,746-95.1% | $14,329-97.7% | $7,344-95.5% |