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 7-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 | $42,803 | $102,605-58.3% | $145,661-70.6% | $84,808-49.5% |
| Participation rate | 33.3% | 74.3%-40.9pp | 77.2%-43.9pp | 68.3%-35.0pp |
| Annual return | 18.87% | 26.50%-7.6pp | 101.46%-82.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $585 | $3,325-82.4% | $4,238-86.2% | $2,631-77.8% |
| Participant deferral / active EE | $2,266 | $5,750-60.6% | $7,198-68.5% | $4,212-46.2% |
| Admin fee / account holder | $336 | $8,758-96.2% | $12,466-97.3% | $7,344-95.4% |