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 | $25,621 | $49,915-48.7% | $154,803-83.4% | $74,304-65.5% |
| Participation rate | 57.0% | 54.0%+3.1pp | 78.1%-21.1pp | 60.3%-3.3pp |
| Annual return | 30.12% | 34.06%-3.9pp | 58.88%-28.8pp | 29.43%+0.7pp |
| Employer contribution / active EE | $749 | $1,611-53.5% | $4,305-82.6% | $2,241-66.6% |
| Participant deferral / active EE | $2,752 | $2,255+22.0% | $5,540-50.3% | $3,767-27.0% |
| Admin fee / account holder | $1,031 | $2,189-52.9% | $14,329-92.8% | $2,969-65.3% |