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 3-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 | $14,937 | $48,795-69.4% | $65,493-77.2% | $84,808-82.4% |
| Participation rate | 40.7% | 67.0%-26.3pp | 73.1%-32.4pp | 68.3%-27.6pp |
| Annual return | 22.23% | 20.20%+2.0pp | 982.45%-960.2pp | 40.90%-18.7pp |
| Employer contribution / active EE | $948 | $1,930-50.9% | $2,574-63.2% | $2,631-64.0% |
| Participant deferral / active EE | $1,653 | $2,928-43.6% | $3,961-58.3% | $4,212-60.8% |
| Admin fee / account holder | $723 | $3,877-81.4% | $5,028-85.6% | $7,344-90.2% |