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 | $12,529 | $117,983-89.4% | $101,794-87.7% | $142,382-91.2% |
| Participation rate | 69.6% | 74.2%-4.7pp | 69.2%+0.4pp | 80.1%-10.6pp |
| Annual return | 22.30% | 36.92%-14.6pp | 30.53%-8.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $566 | $2,773-79.6% | $2,289-75.3% | $4,299-86.8% |
| Participant deferral / active EE | $2,337 | $4,714-50.4% | $4,084-42.8% | $6,507-64.1% |
| Admin fee / account holder | $722 | $10,433-93.1% | $8,777-91.8% | $12,624-94.3% |