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 | $15,337 | $77,899-80.3% | $149,673-89.8% | $75,163-79.6% |
| Participation rate | 39.8% | 65.6%-25.8pp | 78.8%-39.0pp | 67.2%-27.4pp |
| Annual return | 17.59% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,196 | $3,137-61.9% | $4,818-75.2% | $2,670-55.2% |
| Participant deferral / active EE | $2,268 | $3,411-33.5% | $5,680-60.1% | $4,125-45.0% |
| Admin fee / account holder | $809 | $5,956-86.4% | $13,210-93.9% | $5,651-85.7% |