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 | $10,989 | $104,974-89.5% | $95,585-88.5% | $142,382-92.3% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 18.70% | 210.33%-191.6pp | 38.56%-19.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $965 | $2,779-65.3% | $2,527-61.8% | $4,299-77.5% |
| Participant deferral / active EE | $1,023 | $4,352-76.5% | $4,023-74.6% | $6,507-84.3% |
| Admin fee / account holder | $1,768 | $6,386-72.3% | $6,127-71.1% | $12,624-86.0% |