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 | $18,786 | $115,708-83.8% | $65,255-71.2% | $139,434-86.5% |
| Participation rate | 35.0% | 67.8%-32.8pp | 65.0%-30.0pp | 80.3%-45.3pp |
| Annual return | 26.66% | 31.19%-4.5pp | 47.35%-20.7pp | 372.94%-346.3pp |
| Employer contribution / active EE | $905 | $2,599-65.2% | $1,691-46.5% | $4,751-81.0% |
| Participant deferral / active EE | $3,632 | $4,240-14.3% | $2,831+28.3% | $6,710-45.9% |
| Admin fee / account holder | $937 | $6,698-86.0% | $4,112-77.2% | $11,403-91.8% |