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 | $11,017 | $58,208-81.1% | $81,812-86.5% | $80,856-86.4% |
| Participation rate | 66.7% | 63.4%+3.3pp | 72.3%-5.7pp | 67.6%-1.0pp |
| Annual return | 10.98% | 41.66%-30.7pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $676 | $2,340-71.1% | $2,912-76.8% | $2,755-75.4% |
| Participant deferral / active EE | $1,591 | $3,281-51.5% | $4,319-63.2% | $4,296-63.0% |
| Admin fee / account holder | $1,885 | $4,981-62.2% | $7,386-74.5% | $6,918-72.8% |