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 | $14,759 | $51,638-71.4% | $68,368-78.4% | $82,448-82.1% |
| Participation rate | 55.6% | 63.6%-8.1pp | 73.8%-18.2pp | 68.1%-12.5pp |
| Annual return | 18.25% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,096 | $2,047-46.4% | $2,649-58.6% | $2,551-57.0% |
| Participant deferral / active EE | $1,309 | $2,914-55.1% | $4,123-68.3% | $4,139-68.4% |
| Admin fee / account holder | $8,433 | $4,643+81.6% | $5,150+63.7% | $7,234+16.6% |