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 | $15,718 | $58,264-73.0% | $86,612-81.9% | $71,457-78.0% |
| Participation rate | 42.7% | 65.0%-22.3pp | 71.7%-29.0pp | 67.9%-25.2pp |
| Annual return | 22.26% | 21.63%+0.6pp | 591.07%-568.8pp | 28.85%-6.6pp |
| Employer contribution / active EE | $570 | $2,574-77.9% | $3,022-81.2% | $2,588-78.0% |
| Participant deferral / active EE | $1,728 | $3,436-49.7% | $4,438-61.1% | $4,289-59.7% |
| Admin fee / account holder | $3,482 | $1,057+229.4% | $5,614-38.0% | $1,587+119.4% |