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 | $15,697 | $104,974-85.0% | $95,585-83.6% | $142,382-89.0% |
| Participation rate | 42.9% | 75.0%-32.1pp | 72.1%-29.2pp | 80.1%-37.3pp |
| Annual return | 30.65% | 210.33%-179.7pp | 38.56%-7.9pp | 217.08%-186.4pp |
| Employer contribution / active EE | $771 | $2,779-72.2% | $2,527-69.5% | $4,299-82.1% |
| Participant deferral / active EE | $1,191 | $4,352-72.6% | $4,023-70.4% | $6,507-81.7% |
| Admin fee / account holder | $562 | $6,386-91.2% | $6,127-90.8% | $12,624-95.5% |