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 | $90,397-31.5% | $76,002-18.5% | $145,959-57.5% |
| Participation rate | 15.4% | 74.5%-59.1pp | 69.1%-53.7pp | 80.3%-64.9pp |
| Annual return | 11.38% | 621.97%-610.6pp | 360.07%-348.7pp | 561.95%-550.6pp |
| Employer contribution / active EE | $637 | $3,317-80.8% | $2,688-76.3% | $4,661-86.3% |
| Participant deferral / active EE | $3,043 | $5,163-41.1% | $4,257-28.5% | $6,689-54.5% |
| Admin fee / account holder | $21,564 | $8,369+157.7% | $6,414+236.2% | $13,398+61.0% |