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 6-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 | $20,512 | $77,899-73.7% | $149,673-86.3% | $75,163-72.7% |
| Participation rate | 41.7% | 65.6%-23.9pp | 78.8%-37.1pp | 67.2%-25.5pp |
| Annual return | 41.51% | 31.72%+9.8pp | 134.42%-92.9pp | 160.62%-119.1pp |
| Employer contribution / active EE | $677 | $3,137-78.4% | $4,818-85.9% | $2,670-74.6% |
| Participant deferral / active EE | $1,166 | $3,411-65.8% | $5,680-79.5% | $4,125-71.7% |
| Admin fee / account holder | $372 | $5,956-93.8% | $13,210-97.2% | $5,651-93.4% |