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 | $12,557 | $51,638-75.7% | $68,368-81.6% | $82,448-84.8% |
| Participation rate | 30.0% | 63.6%-33.6pp | 73.8%-43.8pp | 68.1%-38.1pp |
| Annual return | 52.08% | 37.53%+14.5pp | 292.57%-240.5pp | 41.64%+10.4pp |
| Employer contribution / active EE | $959 | $2,047-53.2% | $2,649-63.8% | $2,551-62.4% |
| Participant deferral / active EE | $1,568 | $2,914-46.2% | $4,123-62.0% | $4,139-62.1% |
| Admin fee / account holder | $1,321 | $4,643-71.5% | $5,150-74.3% | $7,234-81.7% |