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 | $58,234-81.1% | $81,783-86.5% | $80,874-86.4% |
| Participation rate | 66.7% | 63.4%+3.2pp | 72.4%-5.7pp | 67.6%-1.0pp |
| Annual return | 10.98% | 41.70%-30.7pp | 775.05%-764.1pp | 35.62%-24.6pp |
| Employer contribution / active EE | $676 | $2,341-71.1% | $2,913-76.8% | $2,756-75.5% |
| Participant deferral / active EE | $1,591 | $3,283-51.5% | $4,320-63.2% | $4,297-63.0% |
| Admin fee / account holder | $1,885 | $4,982-62.2% | $7,380-74.5% | $6,935-72.8% |