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 | $7,504 | $85,022-91.2% | $70,515-89.4% | $139,434-94.6% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 26.12% | 30.38%-4.3pp | 32.77%-6.7pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,396 | $3,909-64.3% | $2,973-53.0% | $4,751-70.6% |
| Participant deferral / active EE | $2,687 | $5,890-54.4% | $4,567-41.2% | $6,710-60.0% |
| Admin fee / account holder | $1,506 | $8,906-83.1% | $6,412-76.5% | $11,403-86.8% |