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 7-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 | $16,795 | $61,156-72.5% | $185,823-91.0% | $79,386-78.8% |
| Participation rate | 43.3% | 66.6%-23.3pp | 81.7%-38.4pp | 70.7%-27.4pp |
| Annual return | 49.30% | 19.45%+29.8pp | 122.05%-72.8pp | 116.85%-67.6pp |
| Employer contribution / active EE | $609 | $2,321-73.7% | $5,167-88.2% | $2,427-74.9% |
| Participant deferral / active EE | $2,035 | $2,789-27.0% | $5,568-63.5% | $4,046-49.7% |
| Admin fee / account holder | $682 | $710-4.0% | $16,237-95.8% | $626+8.8% |