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 5-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 | $12,915 | $61,774-79.1% | $97,226-86.7% | $80,856-84.0% |
| Participation rate | 54.2% | 63.5%-9.3pp | 72.7%-18.5pp | 67.6%-13.5pp |
| Annual return | 12.28% | -557.90%+570.2pp | 75.13%-62.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $862 | $1,837-53.1% | $2,729-68.4% | $2,755-68.7% |
| Participant deferral / active EE | $1,326 | $3,029-56.2% | $4,264-68.9% | $4,296-69.1% |
| Admin fee / account holder | $1,085 | $5,166-79.0% | $5,654-80.8% | $6,918-84.3% |