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 | $21,297 | $56,053-62.0% | $75,972-72.0% | $80,856-73.7% |
| Participation rate | 31.4% | 62.0%-30.6pp | 69.1%-37.6pp | 67.6%-36.2pp |
| Annual return | 14.90% | 20.53%-5.6pp | 359.55%-344.7pp | 35.59%-20.7pp |
| Employer contribution / active EE | $977 | $1,874-47.9% | $2,685-63.6% | $2,755-64.5% |
| Participant deferral / active EE | $1,528 | $3,052-49.9% | $4,255-64.1% | $4,296-64.4% |
| Admin fee / account holder | $923 | $5,234-82.4% | $6,467-85.7% | $6,918-86.7% |