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 | $23,018 | $158,398-85.5% | $126,539-81.8% | $142,382-83.8% |
| Participation rate | 38.9% | 75.8%-36.9pp | 69.8%-30.9pp | 80.1%-41.2pp |
| Annual return | 16.54% | 593.76%-577.2pp | 425.95%-409.4pp | 217.08%-200.5pp |
| Employer contribution / active EE | $278 | $4,650-94.0% | $3,674-92.4% | $4,299-93.5% |
| Participant deferral / active EE | $1,045 | $4,767-78.1% | $4,083-74.4% | $6,507-83.9% |
| Admin fee / account holder | $870 | $6,918-87.4% | $6,065-85.7% | $12,624-93.1% |