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 3-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 | $15,375 | $63,703-75.9% | $93,063-83.5% | $82,448-81.4% |
| Participation rate | 56.6% | 63.8%-7.3pp | 72.1%-15.5pp | 68.1%-11.5pp |
| Annual return | 21.80% | -775.43%+797.2pp | 34.15%-12.4pp | 41.64%-19.8pp |
| Employer contribution / active EE | $986 | $1,729-43.0% | $2,476-60.2% | $2,551-61.4% |
| Participant deferral / active EE | $2,220 | $2,919-24.0% | $3,958-43.9% | $4,139-46.4% |
| Admin fee / account holder | $939 | $5,982-84.3% | $6,033-84.4% | $7,234-87.0% |