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 | $27,088 | $60,022-54.9% | $88,946-69.5% | $84,808-68.1% |
| Participation rate | 42.0% | 57.8%-15.8pp | 68.8%-26.8pp | 68.3%-26.3pp |
| Annual return | 34.29% | 22.43%+11.9pp | 57.82%-23.5pp | 40.90%-6.6pp |
| Employer contribution / active EE | $618 | $1,703-63.7% | $2,555-75.8% | $2,631-76.5% |
| Participant deferral / active EE | $2,446 | $3,114-21.5% | $4,581-46.6% | $4,212-41.9% |
| Admin fee / account holder | $835 | $4,811-82.6% | $8,261-89.9% | $7,344-88.6% |