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 | $15,001 | $72,400-79.3% | $67,502-77.8% | $145,922-89.7% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 16.95% | 7182.46%-7165.5pp | 3512.12%-3495.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $615 | $3,069-80.0% | $2,731-77.5% | $4,660-86.8% |
| Participant deferral / active EE | $856 | $4,783-82.1% | $4,000-78.6% | $6,688-87.2% |
| Admin fee / account holder | $627 | $5,539-88.7% | $3,998-84.3% | $13,397-95.3% |