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 | $32,816 | $76,000-56.8% | $154,107-78.7% | $64,186-48.9% |
| Participation rate | 29.6% | 70.4%-40.8pp | 83.0%-53.4pp | 69.6%-39.9pp |
| Annual return | 1.53% | 30.32%-28.8pp | 735.12%-733.6pp | 7.63%-6.1pp |
| Employer contribution / active EE | $521 | $3,351-84.4% | $5,298-90.2% | $2,381-78.1% |
| Participant deferral / active EE | $977 | $3,175-69.2% | $5,081-80.8% | $3,470-71.8% |
| Admin fee / account holder | $833 | $5,596-85.1% | $13,411-93.8% | $4,888-83.0% |