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 | $24,386 | $108,172-77.5% | $77,482-68.5% | $158,922-84.7% |
| Participation rate | 45.5% | 64.4%-19.0pp | 54.2%-8.7pp | 82.0%-36.5pp |
| Annual return | 13.25% | 31.67%-18.4pp | 54.79%-41.5pp | 302.83%-289.6pp |
| Employer contribution / active EE | $400 | $1,325-69.8% | $986-59.4% | $4,761-91.6% |
| Participant deferral / active EE | $3,262 | $2,456+32.8% | $1,861+75.3% | $5,982-45.5% |
| Admin fee / account holder | $1,209 | $3,708-67.4% | $2,858-57.7% | $11,246-89.2% |