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 | $16,977 | $49,915-66.0% | $154,803-89.0% | $74,304-77.2% |
| Participation rate | 68.3% | 54.0%+14.4pp | 78.1%-9.8pp | 60.3%+8.0pp |
| Annual return | 15.12% | 34.06%-18.9pp | 58.88%-43.8pp | 29.43%-14.3pp |
| Employer contribution / active EE | $815 | $1,611-49.4% | $4,305-81.1% | $2,241-63.6% |
| Participant deferral / active EE | $1,106 | $2,255-50.9% | $5,540-80.0% | $3,767-70.6% |
| Admin fee / account holder | $2,816 | $2,189+28.6% | $14,329-80.4% | $2,969-5.2% |