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 | $20,481 | $100,773-79.7% | $88,946-77.0% | $142,382-85.6% |
| Participation rate | 46.7% | 74.3%-27.6pp | 68.8%-22.2pp | 80.1%-33.5pp |
| Annual return | 24.39% | 70.18%-45.8pp | 57.82%-33.4pp | 217.08%-192.7pp |
| Employer contribution / active EE | $911 | $2,918-68.8% | $2,555-64.4% | $4,299-78.8% |
| Participant deferral / active EE | $5,034 | $5,230-3.7% | $4,581+9.9% | $6,507-22.6% |
| Admin fee / account holder | $319 | $9,693-96.7% | $8,261-96.1% | $12,624-97.5% |