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 | $9,142 | $48,795-81.3% | $65,493-86.0% | $84,808-89.2% |
| Participation rate | 58.3% | 67.0%-8.6pp | 73.1%-14.8pp | 68.3%-10.0pp |
| Annual return | 17.60% | 20.20%-2.6pp | 982.45%-964.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $749 | $1,930-61.2% | $2,574-70.9% | $2,631-71.5% |
| Participant deferral / active EE | $1,140 | $2,928-61.1% | $3,961-71.2% | $4,212-72.9% |
| Admin fee / account holder | $466 | $3,877-88.0% | $5,028-90.7% | $7,344-93.7% |