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 | $17,250 | $51,175-66.3% | $70,515-75.5% | $75,163-77.1% |
| Participation rate | 41.7% | 60.9%-19.3pp | 68.3%-26.7pp | 67.2%-25.5pp |
| Annual return | 21.11% | 30.02%-8.9pp | 32.77%-11.7pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,294 | $1,826-29.2% | $2,973-56.5% | $2,670-51.5% |
| Participant deferral / active EE | $2,129 | $2,849-25.3% | $4,567-53.4% | $4,125-48.4% |
| Admin fee / account holder | $301 | $4,091-92.6% | $6,412-95.3% | $5,651-94.7% |