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 | $17,688 | $49,915-64.6% | $154,803-88.6% | $74,304-76.2% |
| Participation rate | 15.5% | 54.0%-38.4pp | 78.1%-62.5pp | 60.3%-44.8pp |
| Annual return | 33.66% | 34.06%-0.4pp | 58.88%-25.2pp | 29.43%+4.2pp |
| Employer contribution / active EE | $301 | $1,611-81.3% | $4,305-93.0% | $2,241-86.6% |
| Participant deferral / active EE | $613 | $2,255-72.8% | $5,540-88.9% | $3,767-83.7% |
| Admin fee / account holder | $950 | $2,189-56.6% | $14,329-93.4% | $2,969-68.0% |