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 | $10,542 | $110,261-90.4% | $95,745-89.0% | $139,434-92.4% |
| Participation rate | 33.3% | 75.8%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 28.25% | 27.11%+1.1pp | 28.35%-0.1pp | 372.94%-344.7pp |
| Employer contribution / active EE | $805 | $3,257-75.3% | $2,835-71.6% | $4,751-83.1% |
| Participant deferral / active EE | $2,012 | $4,676-57.0% | $4,245-52.6% | $6,710-70.0% |
| Admin fee / account holder | $868 | $6,613-86.9% | $5,678-84.7% | $11,403-92.4% |