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 | $13,476 | $99,877-86.5% | $84,966-84.1% | $145,922-90.8% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 16.35% | 83.76%-67.4pp | 66.38%-50.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $394 | $3,231-87.8% | $2,727-85.6% | $4,660-91.6% |
| Participant deferral / active EE | $2,781 | $5,291-47.4% | $4,519-38.5% | $6,688-58.4% |
| Admin fee / account holder | $1,986 | $7,248-72.6% | $6,149-67.7% | $13,397-85.2% |