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 6-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 | $12,164 | $77,899-84.4% | $149,673-91.9% | $75,163-83.8% |
| Participation rate | 68.9% | 65.6%+3.3pp | 78.8%-9.9pp | 67.2%+1.7pp |
| Annual return | 18.92% | 31.72%-12.8pp | 134.42%-115.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,358 | $3,411-30.9% | $5,680-58.5% | $4,125-42.8% |
| Admin fee / account holder | $1,022 | $5,956-82.8% | $13,210-92.3% | $5,651-81.9% |