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 | $83,872 | $111,754-24.9% | $103,333-18.8% | $145,922-42.5% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 16.68% | 24.77%-8.1pp | 24.88%-8.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $967 | $4,212-77.0% | $3,868-75.0% | $4,660-79.2% |
| Participant deferral / active EE | $5,069 | $5,619-9.8% | $5,057+0.2% | $6,688-24.2% |
| Admin fee / account holder | $328 | $9,750-96.6% | $8,355-96.1% | $13,397-97.6% |