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 | $18,698 | $95,416-80.4% | $185,823-89.9% | $85,850-78.2% |
| Participation rate | 57.5% | 68.8%-11.3pp | 81.7%-24.2pp | 69.3%-11.8pp |
| Annual return | 12.73% | 23.59%-10.9pp | 122.05%-109.3pp | 318.53%-305.8pp |
| Employer contribution / active EE | $740 | $3,314-77.7% | $5,167-85.7% | $2,565-71.1% |
| Participant deferral / active EE | $1,866 | $3,423-45.5% | $5,568-66.5% | $3,952-52.8% |
| Admin fee / account holder | $1,286 | $7,213-82.2% | $16,237-92.1% | $6,260-79.5% |