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 | $12,000 | $106,515-88.7% | $96,683-87.6% | $139,434-91.4% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 26.19% | 38.43%-12.2pp | 35.69%-9.5pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,657 | $4,103-59.6% | $3,737-55.7% | $4,751-65.1% |
| Participant deferral / active EE | $4,388 | $5,454-19.6% | $4,878-10.1% | $6,710-34.6% |
| Admin fee / account holder | $444 | $7,877-94.4% | $6,730-93.4% | $11,403-96.1% |