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 | $25,288 | $68,719-63.2% | $91,541-72.4% | $84,808-70.2% |
| Participation rate | 10.5% | 64.5%-54.0pp | 69.8%-59.2pp | 68.3%-57.8pp |
| Annual return | 23.94% | 19.12%+4.8pp | 20.50%+3.4pp | 40.90%-17.0pp |
| Employer contribution / active EE | $513 | $1,920-73.3% | $2,505-79.5% | $2,631-80.5% |
| Participant deferral / active EE | $5,130 | $3,136+63.6% | $4,008+28.0% | $4,212+21.8% |
| Admin fee / account holder | $396 | $5,786-93.2% | $6,956-94.3% | $7,344-94.6% |