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 | $27,757 | $78,926-64.8% | $136,749-79.7% | $84,808-67.3% |
| Participation rate | 43.3% | 62.2%-18.8pp | 72.1%-28.8pp | 68.3%-25.0pp |
| Annual return | 17.99% | 18.17%-0.2pp | 24.33%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $796 | $2,134-62.7% | $3,400-76.6% | $2,631-69.8% |
| Participant deferral / active EE | $1,192 | $3,168-62.4% | $4,692-74.6% | $4,212-71.7% |
| Admin fee / account holder | $784 | $6,369-87.7% | $11,386-93.1% | $7,344-89.3% |