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 | $20,375 | $29,667-31.3% | $56,441-63.9% | $80,874-74.8% |
| Participation rate | 43.6% | 41.7%+2.0pp | 52.5%-8.9pp | 67.6%-24.0pp |
| Annual return | 11.10% | 35.22%-24.1pp | 1704.21%-1693.1pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,143 | $669+70.7% | $1,039+10.0% | $2,756-58.5% |
| Participant deferral / active EE | $1,992 | $1,227+62.4% | $1,953+2.0% | $4,297-53.6% |
| Admin fee / account holder | $2,263 | $2,429-6.9% | $2,829-20.0% | $6,935-67.4% |