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 | $15,416 | $80,717-80.9% | $154,803-90.0% | $84,808-81.8% |
| Participation rate | 33.3% | 66.8%-33.5pp | 78.1%-44.7pp | 68.3%-35.0pp |
| Annual return | 20.33% | 37.96%-17.6pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $577 | $2,761-79.1% | $4,305-86.6% | $2,631-78.1% |
| Participant deferral / active EE | $1,031 | $3,303-68.8% | $5,540-81.4% | $4,212-75.5% |
| Admin fee / account holder | $902 | $6,746-86.6% | $14,329-93.7% | $7,344-87.7% |