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 | $14,088 | $74,888-81.2% | $71,209-80.2% | $142,382-90.1% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 25.23% | 345.14%-319.9pp | 282.51%-257.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $598 | $2,854-79.1% | $2,721-78.0% | $4,299-86.1% |
| Participant deferral / active EE | $1,598 | $4,454-64.1% | $4,175-61.7% | $6,507-75.4% |
| Admin fee / account holder | $670 | $5,568-88.0% | $5,349-87.5% | $12,624-94.7% |