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 | $16,369 | $111,814-85.4% | $103,374-84.2% | $145,959-88.8% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.5%-39.5pp | 80.3%-45.3pp |
| Annual return | 12.44% | 24.77%-12.3pp | 24.89%-12.4pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,077 | $4,214-74.4% | $3,869-72.2% | $4,661-76.9% |
| Participant deferral / active EE | $1,667 | $5,618-70.3% | $5,058-67.0% | $6,689-75.1% |
| Admin fee / account holder | $1,433 | $9,754-85.3% | $8,394-82.9% | $13,398-89.3% |