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 | $18,229 | $56,053-67.5% | $75,972-76.0% | $80,856-77.5% |
| Participation rate | 42.2% | 62.0%-19.8pp | 69.1%-26.8pp | 67.6%-25.4pp |
| Annual return | 17.47% | 20.53%-3.1pp | 359.55%-342.1pp | 35.59%-18.1pp |
| Employer contribution / active EE | $858 | $1,874-54.2% | $2,685-68.0% | $2,755-68.8% |
| Participant deferral / active EE | $3,013 | $3,052-1.3% | $4,255-29.2% | $4,296-29.9% |
| Admin fee / account holder | $764 | $5,234-85.4% | $6,467-88.2% | $6,918-89.0% |