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 3-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 | $7,813 | $100,773-92.2% | $88,946-91.2% | $142,382-94.5% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 23.81% | 70.18%-46.4pp | 57.82%-34.0pp | 217.08%-193.3pp |
| Employer contribution / active EE | $792 | $2,918-72.9% | $2,555-69.0% | $4,299-81.6% |
| Participant deferral / active EE | $1,176 | $5,230-77.5% | $4,581-74.3% | $6,507-81.9% |
| Admin fee / account holder | $341 | $9,693-96.5% | $8,261-95.9% | $12,624-97.3% |