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 | $32,964 | $99,877-67.0% | $84,966-61.2% | $145,922-77.4% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 24.14% | 83.76%-59.6pp | 66.38%-42.2pp | 561.29%-537.1pp |
| Employer contribution / active EE | $552 | $3,231-82.9% | $2,727-79.8% | $4,660-88.2% |
| Participant deferral / active EE | $1,587 | $5,291-70.0% | $4,519-64.9% | $6,688-76.3% |
| Admin fee / account holder | $527 | $7,248-92.7% | $6,149-91.4% | $13,397-96.1% |