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 | $13,398 | $104,974-87.2% | $95,585-86.0% | $142,382-90.6% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.1%-34.6pp | 80.1%-42.6pp |
| Annual return | 35.70% | 210.33%-174.6pp | 38.56%-2.9pp | 217.08%-181.4pp |
| Employer contribution / active EE | $283 | $2,779-89.8% | $2,527-88.8% | $4,299-93.4% |
| Participant deferral / active EE | $1,597 | $4,352-63.3% | $4,023-60.3% | $6,507-75.5% |
| Admin fee / account holder | $730 | $6,386-88.6% | $6,127-88.1% | $12,624-94.2% |