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 | $12,574 | $114,381-89.0% | $107,525-88.3% | $142,382-91.2% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.1%-11.4pp | 80.1%-16.5pp |
| Annual return | 18.35% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,390 | $4,015-40.5% | $3,754-36.3% | $4,299-44.4% |
| Participant deferral / active EE | $4,332 | $5,564-22.2% | $5,116-15.3% | $6,507-33.4% |
| Admin fee / account holder | $3,291 | $9,860-66.6% | $8,919-63.1% | $12,624-73.9% |