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 | $19,292 | $63,703-69.7% | $93,063-79.3% | $82,448-76.6% |
| Participation rate | 63.2% | 63.8%-0.7pp | 72.1%-9.0pp | 68.1%-4.9pp |
| Annual return | 20.58% | -775.43%+796.0pp | 34.15%-13.6pp | 41.64%-21.1pp |
| Employer contribution / active EE | $702 | $1,729-59.4% | $2,476-71.7% | $2,551-72.5% |
| Participant deferral / active EE | $2,172 | $2,919-25.6% | $3,958-45.1% | $4,139-47.5% |
| Admin fee / account holder | $845 | $5,982-85.9% | $6,033-86.0% | $7,234-88.3% |