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 | $10,469 | $109,982-90.5% | $97,226-89.2% | $145,922-92.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 13.93% | 242.90%-229.0pp | 75.13%-61.2pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,653 | $3,084-14.0% | $2,729-2.8% | $4,660-43.1% |
| Participant deferral / active EE | $3,445 | $4,676-26.3% | $4,264-19.2% | $6,688-48.5% |
| Admin fee / account holder | $350 | $6,221-94.4% | $5,654-93.8% | $13,397-97.4% |