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 5-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 | $14,854 | $53,516-72.2% | $126,539-88.3% | $84,808-82.5% |
| Participation rate | 34.4% | 58.2%-23.9pp | 69.8%-35.4pp | 68.3%-33.9pp |
| Annual return | 21.28% | 58.34%-37.1pp | 425.95%-404.7pp | 40.90%-19.6pp |
| Employer contribution / active EE | $604 | $1,535-60.7% | $3,674-83.6% | $2,631-77.0% |
| Participant deferral / active EE | $1,156 | $2,671-56.7% | $4,083-71.7% | $4,212-72.6% |
| Admin fee / account holder | $640 | $4,497-85.8% | $6,065-89.5% | $7,344-91.3% |