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 | $15,059 | $74,888-79.9% | $71,209-78.9% | $142,382-89.4% |
| Participation rate | 39.1% | 76.2%-37.1pp | 73.8%-34.6pp | 80.1%-41.0pp |
| Annual return | 16.85% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $539 | $2,854-81.1% | $2,721-80.2% | $4,299-87.5% |
| Participant deferral / active EE | $1,504 | $4,454-66.2% | $4,175-64.0% | $6,507-76.9% |
| Admin fee / account holder | $2,159 | $5,568-61.2% | $5,349-59.6% | $12,624-82.9% |