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 | $46,531 | $109,982-57.7% | $97,226-52.1% | $145,922-68.1% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 12.59% | 242.90%-230.3pp | 75.13%-62.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $593 | $3,084-80.8% | $2,729-78.3% | $4,660-87.3% |
| Participant deferral / active EE | $1,233 | $4,676-73.6% | $4,264-71.1% | $6,688-81.6% |
| Admin fee / account holder | $354 | $6,221-94.3% | $5,654-93.7% | $13,397-97.4% |