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 | $21,163 | $132,634-84.0% | $115,768-81.7% | $137,256-84.6% |
| Participation rate | 47.1% | 77.9%-30.8pp | 74.4%-27.3pp | 80.0%-32.9pp |
| Annual return | 19.85% | 160.70%-140.9pp | 100.46%-80.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $749 | $3,360-77.7% | $2,940-74.5% | $4,156-82.0% |
| Participant deferral / active EE | $3,026 | $5,619-46.2% | $4,917-38.5% | $6,407-52.8% |
| Admin fee / account holder | $389 | $15,028-97.4% | $12,439-96.9% | $12,270-96.8% |