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 | $5,146 | $104,974-95.1% | $95,585-94.6% | $142,382-96.4% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 17.63% | 210.33%-192.7pp | 38.56%-20.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,460 | $4,352-66.5% | $4,023-63.7% | $6,507-77.6% |
| Admin fee / account holder | $3,501 | $6,386-45.2% | $6,127-42.9% | $12,624-72.3% |