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 | $41,516 | $118,450-65.0% | $98,439-57.8% | $139,434-70.2% |
| Participation rate | 27.3% | 77.4%-50.2pp | 75.2%-47.9pp | 80.3%-53.0pp |
| Annual return | 25.72% | 18.94%+6.8pp | 21.16%+4.6pp | 372.94%-347.2pp |
| Employer contribution / active EE | $782 | $3,609-78.3% | $3,048-74.4% | $4,751-83.5% |
| Participant deferral / active EE | $5,955 | $5,392+10.4% | $4,738+25.7% | $6,710-11.3% |
| Admin fee / account holder | $374 | $14,026-97.3% | $8,948-95.8% | $11,403-96.7% |