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 | $26,375 | $100,773-73.8% | $88,946-70.3% | $142,382-81.5% |
| Participation rate | 40.9% | 74.3%-33.4pp | 68.8%-27.9pp | 80.1%-39.2pp |
| Annual return | 17.60% | 70.18%-52.6pp | 57.82%-40.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $928 | $2,918-68.2% | $2,555-63.7% | $4,299-78.4% |
| Participant deferral / active EE | $1,357 | $5,230-74.1% | $4,581-70.4% | $6,507-79.1% |
| Admin fee / account holder | $530 | $9,693-94.5% | $8,261-93.6% | $12,624-95.8% |