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 | $20,917 | $99,921-79.1% | $85,009-75.4% | $145,959-85.7% |
| Participation rate | 36.4% | 74.1%-37.7pp | 67.5%-31.1pp | 80.3%-43.9pp |
| Annual return | 11.23% | 83.89%-72.7pp | 66.47%-55.2pp | 561.95%-550.7pp |
| Employer contribution / active EE | $612 | $3,233-81.1% | $2,728-77.6% | $4,661-86.9% |
| Participant deferral / active EE | $2,318 | $5,293-56.2% | $4,522-48.7% | $6,689-65.3% |
| Admin fee / account holder | $3,416 | $7,252-52.9% | $6,153-44.5% | $13,398-74.5% |