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 | $16,924 | $41,078-58.8% | $80,569-79.0% | $71,457-76.3% |
| Participation rate | 32.7% | 50.2%-17.5pp | 67.0%-34.3pp | 67.9%-35.2pp |
| Annual return | 31.39% | 38.45%-7.1pp | 935.43%-904.0pp | 28.85%+2.5pp |
| Employer contribution / active EE | $777 | $1,506-48.4% | $2,723-71.5% | $2,588-70.0% |
| Participant deferral / active EE | $3,252 | $2,699+20.5% | $4,447-26.9% | $4,289-24.2% |
| Admin fee / account holder | $1,465 | $1,840-20.4% | $5,377-72.7% | $1,587-7.7% |