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 3-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 | $20,086 | $77,899-74.2% | $149,673-86.6% | $75,163-73.3% |
| Participation rate | 40.0% | 65.6%-25.6pp | 78.8%-38.8pp | 67.2%-27.2pp |
| Annual return | 40.51% | 31.72%+8.8pp | 134.42%-93.9pp | 160.62%-120.1pp |
| Employer contribution / active EE | $993 | $3,137-68.4% | $4,818-79.4% | $2,670-62.8% |
| Participant deferral / active EE | $2,119 | $3,411-37.9% | $5,680-62.7% | $4,125-48.6% |
| Admin fee / account holder | $2,140 | $5,956-64.1% | $13,210-83.8% | $5,651-62.1% |