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 5-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 | $7,212 | $56,053-87.1% | $75,972-90.5% | $80,856-91.1% |
| Participation rate | 52.6% | 62.0%-9.4pp | 69.1%-16.4pp | 67.6%-15.0pp |
| Annual return | 33.05% | 20.53%+12.5pp | 359.55%-326.5pp | 35.59%-2.5pp |
| Employer contribution / active EE | $620 | $1,874-66.9% | $2,685-76.9% | $2,755-77.5% |
| Participant deferral / active EE | $2,150 | $3,052-29.6% | $4,255-49.5% | $4,296-50.0% |
| Admin fee / account holder | $1,264 | $5,234-75.8% | $6,467-80.5% | $6,918-81.7% |