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 | $21,731 | $71,050-69.4% | $93,606-76.8% | $80,856-73.1% |
| Participation rate | 32.3% | 60.4%-28.1pp | 68.7%-36.5pp | 67.6%-35.4pp |
| Annual return | 55.71% | 11.26%+44.5pp | 133.20%-77.5pp | 35.59%+20.1pp |
| Employer contribution / active EE | $610 | $1,564-61.0% | $2,420-74.8% | $2,755-77.8% |
| Participant deferral / active EE | $1,515 | $4,034-62.4% | $4,411-65.7% | $4,296-64.7% |
| Admin fee / account holder | $1,135 | $6,945-83.7% | $8,285-86.3% | $6,918-83.6% |