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 | $9,855 | $51,175-80.7% | $70,515-86.0% | $75,163-86.9% |
| Participation rate | 26.9% | 60.9%-34.0pp | 68.3%-41.4pp | 67.2%-40.3pp |
| Annual return | 30.16% | 30.02%+0.1pp | 32.77%-2.6pp | 160.62%-130.5pp |
| Employer contribution / active EE | $599 | $1,826-67.2% | $2,973-79.9% | $2,670-77.6% |
| Participant deferral / active EE | $1,227 | $2,849-56.9% | $4,567-73.1% | $4,125-70.3% |
| Admin fee / account holder | $494 | $4,091-87.9% | $6,412-92.3% | $5,651-91.3% |