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 3-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 | $18,757 | $77,899-75.9% | $149,673-87.5% | $75,163-75.0% |
| Participation rate | 41.8% | 65.6%-23.8pp | 78.8%-36.9pp | 67.2%-25.4pp |
| Annual return | 23.65% | 31.72%-8.1pp | 134.42%-110.8pp | 160.62%-137.0pp |
| Employer contribution / active EE | $1,105 | $3,137-64.8% | $4,818-77.1% | $2,670-58.6% |
| Participant deferral / active EE | $2,151 | $3,411-36.9% | $5,680-62.1% | $4,125-47.9% |
| Admin fee / account holder | $672 | $5,956-88.7% | $13,210-94.9% | $5,651-88.1% |