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 | $20,339 | $99,877-79.6% | $84,966-76.1% | $145,922-86.1% |
| Participation rate | 59.1% | 74.1%-15.0pp | 67.5%-8.4pp | 80.3%-21.2pp |
| Annual return | 21.27% | 83.76%-62.5pp | 66.38%-45.1pp | 561.29%-540.0pp |
| Employer contribution / active EE | $1,283 | $3,231-60.3% | $2,727-53.0% | $4,660-72.5% |
| Participant deferral / active EE | $3,593 | $5,291-32.1% | $4,519-20.5% | $6,688-46.3% |
| Admin fee / account holder | $317 | $7,248-95.6% | $6,149-94.8% | $13,397-97.6% |