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 | $4,538 | $20,316-77.7% | $66,042-93.1% | $74,304-93.9% |
| Participation rate | 63.6% | 62.8%+0.8pp | 67.5%-3.9pp | 60.3%+3.2pp |
| Annual return | 18.96% | 28.10%-9.1pp | 52.11%-33.1pp | 29.43%-10.5pp |
| Employer contribution / active EE | $695 | $745-6.7% | $1,579-56.0% | $2,241-69.0% |
| Participant deferral / active EE | $1,330 | $1,615-17.7% | $2,835-53.1% | $3,767-64.7% |
| Admin fee / account holder | $1,780 | $1,668+6.7% | $5,747-69.0% | $2,969-40.1% |