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 | $26,536 | $96,635-72.5% | $86,612-69.4% | $139,434-81.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 33.80% | 106.41%-72.6pp | 591.07%-557.3pp | 372.94%-339.1pp |
| Employer contribution / active EE | $342 | $3,263-89.5% | $3,022-88.7% | $4,751-92.8% |
| Participant deferral / active EE | $7,808 | $4,836+61.5% | $4,438+76.0% | $6,710+16.4% |
| Admin fee / account holder | $720 | $6,408-88.8% | $5,614-87.2% | $11,403-93.7% |