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 3-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 | $9,779 | $24,730-60.5% | $66,042-85.2% | $84,808-88.5% |
| Participation rate | 50.0% | 68.1%-18.1pp | 67.5%-17.5pp | 68.3%-18.3pp |
| Annual return | 16.96% | 79.55%-62.6pp | 52.11%-35.2pp | 40.90%-23.9pp |
| Employer contribution / active EE | $440 | $857-48.7% | $1,579-72.2% | $2,631-83.3% |
| Participant deferral / active EE | $1,858 | $1,737+7.0% | $2,835-34.5% | $4,212-55.9% |
| Admin fee / account holder | $3,076 | $3,014+2.1% | $5,747-46.5% | $7,344-58.1% |