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 | $16,849 | $29,319-42.5% | $52,425-67.9% | $82,448-79.6% |
| Participation rate | 49.1% | 46.9%+2.2pp | 55.6%-6.6pp | 68.1%-19.0pp |
| Annual return | 18.91% | 535.20%-516.3pp | 302.12%-283.2pp | 41.64%-22.7pp |
| Employer contribution / active EE | $704 | $586+20.1% | $914-23.0% | $2,551-72.4% |
| Participant deferral / active EE | $1,108 | $1,171-5.4% | $1,790-38.1% | $4,139-73.2% |
| Admin fee / account holder | $2,443 | $1,962+24.5% | $2,495-2.1% | $7,234-66.2% |