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 | $11,047 | $57,590-80.8% | $86,233-87.2% | $82,448-86.6% |
| Participation rate | 64.5% | 57.9%+6.7pp | 69.0%-4.5pp | 68.1%-3.6pp |
| Annual return | 28.64% | 22.41%+6.2pp | 61.39%-32.7pp | 41.64%-13.0pp |
| Employer contribution / active EE | $540 | $1,655-67.4% | $2,504-78.4% | $2,551-78.8% |
| Participant deferral / active EE | $1,001 | $3,080-67.5% | $4,559-78.0% | $4,139-75.8% |
| Admin fee / account holder | $976 | $4,730-79.4% | $8,342-88.3% | $7,234-86.5% |