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 | $11,375 | $77,899-85.4% | $149,673-92.4% | $75,163-84.9% |
| Participation rate | 40.6% | 65.6%-25.0pp | 78.8%-38.2pp | 67.2%-26.6pp |
| Annual return | 29.90% | 31.72%-1.8pp | 134.42%-104.5pp | 160.62%-130.7pp |
| Employer contribution / active EE | $470 | $3,137-85.0% | $4,818-90.2% | $2,670-82.4% |
| Participant deferral / active EE | $2,255 | $3,411-33.9% | $5,680-60.3% | $4,125-45.3% |
| Admin fee / account holder | $329 | $5,956-94.5% | $13,210-97.5% | $5,651-94.2% |