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 | $22,818 | $111,754-79.6% | $103,333-77.9% | $145,922-84.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 10.02% | 24.77%-14.7pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,830 | $4,212-56.6% | $3,868-52.7% | $4,660-60.7% |
| Participant deferral / active EE | $3,115 | $5,619-44.6% | $5,057-38.4% | $6,688-53.4% |
| Admin fee / account holder | $3,207 | $9,750-67.1% | $8,355-61.6% | $13,397-76.1% |