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 | $4,681 | $16,790-72.1% | $64,489-92.7% | $67,986-93.1% |
| Participation rate | 53.5% | 62.4%-8.9pp | 67.7%-14.2pp | 57.2%-3.7pp |
| Annual return | 18.96% | 30.55%-11.6pp | 55.03%-36.1pp | 31.67%-12.7pp |
| Employer contribution / active EE | $246 | $648-62.0% | $1,523-83.8% | $2,019-87.8% |
| Participant deferral / active EE | $1,169 | $1,510-22.6% | $2,778-57.9% | $3,358-65.2% |
| Admin fee / account holder | $1,328 | $1,690-21.4% | $4,260-68.8% | $3,203-58.5% |