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 | $15,915 | $202,432-92.1% | $169,368-90.6% | $139,434-88.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 17.96% | 531.74%-513.8pp | 405.60%-387.6pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,182 | $4,692-74.8% | $4,013-70.6% | $4,751-75.1% |
| Participant deferral / active EE | $2,377 | $6,938-65.7% | $6,221-61.8% | $6,710-64.6% |
| Admin fee / account holder | $323 | $10,708-97.0% | $9,003-96.4% | $11,403-97.2% |