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 | $12,380 | $51,175-75.8% | $70,515-82.4% | $75,163-83.5% |
| Participation rate | 36.1% | 60.9%-24.8pp | 68.3%-32.2pp | 67.2%-31.1pp |
| Annual return | 18.16% | 30.02%-11.9pp | 32.77%-14.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,689 | $1,826-7.5% | $2,973-43.2% | $2,670-36.7% |
| Participant deferral / active EE | $1,250 | $2,849-56.1% | $4,567-72.6% | $4,125-69.7% |
| Admin fee / account holder | $953 | $4,091-76.7% | $6,412-85.1% | $5,651-83.1% |