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 | $14,937 | $47,479-68.5% | $62,929-76.3% | $82,448-81.9% |
| Participation rate | 40.7% | 66.9%-26.2pp | 73.1%-32.4pp | 68.1%-27.4pp |
| Annual return | 22.23% | 20.34%+1.9pp | 1063.93%-1041.7pp | 41.64%-19.4pp |
| Employer contribution / active EE | $948 | $1,885-49.7% | $2,505-62.2% | $2,551-62.9% |
| Participant deferral / active EE | $1,653 | $2,870-42.4% | $3,888-57.5% | $4,139-60.1% |
| Admin fee / account holder | $723 | $3,804-81.0% | $5,065-85.7% | $7,234-90.0% |