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 | $23,667 | $81,460-70.9% | $103,333-77.1% | $80,856-70.7% |
| Participation rate | 30.2% | 66.8%-36.6pp | 74.5%-44.3pp | 67.6%-37.4pp |
| Annual return | 19.33% | 25.55%-6.2pp | 24.88%-5.6pp | 35.59%-16.3pp |
| Employer contribution / active EE | $957 | $3,105-69.2% | $3,868-75.3% | $2,755-65.3% |
| Participant deferral / active EE | $2,326 | $3,869-39.9% | $5,057-54.0% | $4,296-45.9% |
| Admin fee / account holder | $1,123 | $6,566-82.9% | $8,355-86.6% | $6,918-83.8% |