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 | $37,300 | $100,773-63.0% | $88,946-58.1% | $142,382-73.8% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.8%-13.3pp | 80.1%-24.6pp |
| Annual return | 13.70% | 70.18%-56.5pp | 57.82%-44.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $985 | $2,918-66.2% | $2,555-61.4% | $4,299-77.1% |
| Participant deferral / active EE | $7,293 | $5,230+39.4% | $4,581+59.2% | $6,507+12.1% |
| Admin fee / account holder | $10,351 | $9,693+6.8% | $8,261+25.3% | $12,624-18.0% |