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 | $9,499 | $48,795-80.5% | $65,493-85.5% | $84,808-88.8% |
| Participation rate | 35.7% | 67.0%-31.3pp | 73.1%-37.4pp | 68.3%-32.6pp |
| Annual return | 12.71% | 20.20%-7.5pp | 982.45%-969.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $575 | $1,930-70.2% | $2,574-77.7% | $2,631-78.1% |
| Participant deferral / active EE | $1,140 | $2,928-61.1% | $3,961-71.2% | $4,212-72.9% |
| Admin fee / account holder | $2,082 | $3,877-46.3% | $5,028-58.6% | $7,344-71.6% |