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 | $10,647 | $77,899-86.3% | $149,673-92.9% | $75,163-85.8% |
| Participation rate | 57.7% | 65.6%-7.9pp | 78.8%-21.1pp | 67.2%-9.5pp |
| Annual return | 29.15% | 31.72%-2.6pp | 134.42%-105.3pp | 160.62%-131.5pp |
| Employer contribution / active EE | $1,003 | $3,137-68.0% | $4,818-79.2% | $2,670-62.4% |
| Participant deferral / active EE | $2,855 | $3,411-16.3% | $5,680-49.7% | $4,125-30.8% |
| Admin fee / account holder | $1,843 | $5,956-69.1% | $13,210-86.0% | $5,651-67.4% |