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 | $9,467 | $24,730-61.7% | $66,042-85.7% | $84,808-88.8% |
| Participation rate | 57.3% | 68.1%-10.8pp | 67.5%-10.2pp | 68.3%-11.0pp |
| Annual return | 26.24% | 79.55%-53.3pp | 52.11%-25.9pp | 40.90%-14.7pp |
| Employer contribution / active EE | $566 | $857-33.9% | $1,579-64.1% | $2,631-78.5% |
| Participant deferral / active EE | $1,938 | $1,737+11.6% | $2,835-31.7% | $4,212-54.0% |
| Admin fee / account holder | $2,382 | $3,014-21.0% | $5,747-58.5% | $7,344-67.6% |