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 3-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 | $17,924 | $99,921-82.1% | $85,009-78.9% | $145,959-87.7% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 14.69% | 83.89%-69.2pp | 66.47%-51.8pp | 561.95%-547.3pp |
| Employer contribution / active EE | $976 | $3,233-69.8% | $2,728-64.2% | $4,661-79.1% |
| Participant deferral / active EE | $1,340 | $5,293-74.7% | $4,522-70.4% | $6,689-80.0% |
| Admin fee / account holder | $448 | $7,252-93.8% | $6,153-92.7% | $13,398-96.7% |