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 | $17,367 | $80,717-78.5% | $154,803-88.8% | $84,808-79.5% |
| Participation rate | 48.7% | 66.8%-18.1pp | 78.1%-29.4pp | 68.3%-19.6pp |
| Annual return | 41.88% | 37.96%+3.9pp | 58.88%-17.0pp | 40.90%+1.0pp |
| Employer contribution / active EE | $495 | $2,761-82.1% | $4,305-88.5% | $2,631-81.2% |
| Participant deferral / active EE | $1,715 | $3,303-48.1% | $5,540-69.0% | $4,212-59.3% |
| Admin fee / account holder | $747 | $6,746-88.9% | $14,329-94.8% | $7,344-89.8% |