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 3-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 | $7,742 | $97,125-92.0% | $86,233-91.0% | $137,256-94.4% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 17.26% | 74.19%-56.9pp | 61.39%-44.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $383 | $2,841-86.5% | $2,504-84.7% | $4,156-90.8% |
| Participant deferral / active EE | $1,023 | $5,180-80.3% | $4,559-77.6% | $6,407-84.0% |
| Admin fee / account holder | $3,082 | $9,725-68.3% | $8,342-63.1% | $12,270-74.9% |