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 | $23,330-59.4% | $64,489-85.3% | $82,448-88.5% |
| Participation rate | 57.3% | 68.3%-11.0pp | 67.7%-10.4pp | 68.1%-10.7pp |
| Annual return | 26.24% | 83.66%-57.4pp | 55.03%-28.8pp | 41.64%-15.4pp |
| Employer contribution / active EE | $566 | $824-31.3% | $1,523-62.8% | $2,551-77.8% |
| Participant deferral / active EE | $1,938 | $1,707+13.5% | $2,778-30.2% | $4,139-53.2% |
| Admin fee / account holder | $2,382 | $2,946-19.1% | $4,260-44.1% | $7,234-67.1% |