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 | $47,907 | $100,773-52.5% | $88,946-46.1% | $142,382-66.4% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 17.89% | 70.18%-52.3pp | 57.82%-39.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $892 | $2,918-69.4% | $2,555-65.1% | $4,299-79.3% |
| Participant deferral / active EE | $1,115 | $5,230-78.7% | $4,581-75.7% | $6,507-82.9% |
| Admin fee / account holder | $17,289 | $9,693+78.4% | $8,261+109.3% | $12,624+37.0% |