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 | $20,813 | $84,233-75.3% | $170,442-87.8% | $70,131-70.3% |
| Participation rate | 69.4% | 70.8%-1.4pp | 83.6%-14.2pp | 69.5%-0.1pp |
| Annual return | 14.19% | 23.06%-8.9pp | 205.93%-191.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,025 | $3,387-40.2% | $5,433-62.7% | $2,342-13.6% |
| Participant deferral / active EE | $971 | $3,086-68.5% | $4,939-80.3% | $3,332-70.8% |
| Admin fee / account holder | $3,146 | $5,698-44.8% | $13,880-77.3% | $4,645-32.3% |