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 | $14,000 | $95,561-85.3% | $77,163-81.9% | $139,434-90.0% |
| Participation rate | 54.2% | 73.9%-19.8pp | 69.6%-15.4pp | 80.3%-26.2pp |
| Annual return | 30.22% | 54.92%-24.7pp | 37.87%-7.6pp | 372.94%-342.7pp |
| Employer contribution / active EE | $1,252 | $3,147-60.2% | $2,535-50.6% | $4,751-73.6% |
| Participant deferral / active EE | $3,228 | $4,624-30.2% | $3,833-15.8% | $6,710-51.9% |
| Admin fee / account holder | $1,913 | $8,295-76.9% | $5,472-65.0% | $11,403-83.2% |