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 | $5,595 | $95,266-94.1% | $82,389-93.2% | $142,382-96.1% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.5%-7.0pp | 80.1%-17.6pp |
| Annual return | 17.39% | 25.74%-8.3pp | 28.67%-11.3pp | 217.08%-199.7pp |
| Employer contribution / active EE | $718 | $2,991-76.0% | $2,517-71.5% | $4,299-83.3% |
| Participant deferral / active EE | $1,094 | $4,809-77.3% | $4,155-73.7% | $6,507-83.2% |
| Admin fee / account holder | $938 | $8,563-89.0% | $7,231-87.0% | $12,624-92.6% |