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 | $61,967 | $90,348-31.4% | $75,972-18.4% | $145,922-57.5% |
| Participation rate | 15.4% | 74.5%-59.1pp | 69.1%-53.7pp | 80.3%-64.9pp |
| Annual return | 11.38% | 620.88%-609.5pp | 359.55%-348.2pp | 561.29%-549.9pp |
| Employer contribution / active EE | $637 | $3,311-80.8% | $2,685-76.3% | $4,660-86.3% |
| Participant deferral / active EE | $3,043 | $5,162-41.1% | $4,255-28.5% | $6,688-54.5% |
| Admin fee / account holder | $21,564 | $8,467+154.7% | $6,467+233.5% | $13,397+61.0% |