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 | $7,094 | $97,125-92.7% | $86,233-91.8% | $137,256-94.8% |
| Participation rate | 57.9% | 74.2%-16.3pp | 69.0%-11.1pp | 80.0%-22.1pp |
| Annual return | 17.18% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $922 | $2,841-67.5% | $2,504-63.2% | $4,156-77.8% |
| Participant deferral / active EE | $1,692 | $5,180-67.3% | $4,559-62.9% | $6,407-73.6% |
| Admin fee / account holder | $1,864 | $9,725-80.8% | $8,342-77.7% | $12,270-84.8% |