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 | $18,091 | $133,922-86.5% | $116,228-84.4% | $142,382-87.3% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.6%-9.6pp | 80.1%-15.1pp |
| Annual return | 16.67% | 147.76%-131.1pp | 90.06%-73.4pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,219 | $3,446-64.6% | $2,994-59.3% | $4,299-71.6% |
| Participant deferral / active EE | $2,641 | $5,672-53.4% | $4,953-46.7% | $6,507-59.4% |
| Admin fee / account holder | $2,578 | $14,945-82.7% | $11,989-78.5% | $12,624-79.6% |