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 | $22,850 | $58,234-60.8% | $81,783-72.1% | $80,874-71.7% |
| Participation rate | 24.2% | 63.4%-39.2pp | 72.4%-48.1pp | 67.6%-43.4pp |
| Annual return | 16.35% | 41.70%-25.4pp | 775.05%-758.7pp | 35.62%-19.3pp |
| Employer contribution / active EE | $316 | $2,341-86.5% | $2,913-89.1% | $2,756-88.5% |
| Participant deferral / active EE | $756 | $3,283-77.0% | $4,320-82.5% | $4,297-82.4% |
| Admin fee / account holder | $1,300 | $4,982-73.9% | $7,380-82.4% | $6,935-81.3% |