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 | $20,301 | $53,516-62.1% | $126,539-84.0% | $84,808-76.1% |
| Participation rate | 57.7% | 58.2%-0.6pp | 69.8%-12.1pp | 68.3%-10.6pp |
| Annual return | 20.00% | 58.34%-38.3pp | 425.95%-405.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $957 | $1,535-37.6% | $3,674-73.9% | $2,631-63.6% |
| Participant deferral / active EE | $1,855 | $2,671-30.5% | $4,083-54.6% | $4,212-56.0% |
| Admin fee / account holder | $894 | $4,497-80.1% | $6,065-85.3% | $7,344-87.8% |