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 | $4,554 | $24,730-81.6% | $66,042-93.1% | $84,808-94.6% |
| Participation rate | 63.4% | 68.1%-4.7pp | 67.5%-4.1pp | 68.3%-4.9pp |
| Annual return | 18.41% | 79.55%-61.1pp | 52.11%-33.7pp | 40.90%-22.5pp |
| Employer contribution / active EE | $742 | $857-13.3% | $1,579-53.0% | $2,631-71.8% |
| Participant deferral / active EE | $1,207 | $1,737-30.5% | $2,835-57.4% | $4,212-71.3% |
| Admin fee / account holder | $1,084 | $3,014-64.0% | $5,747-81.1% | $7,344-85.2% |