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 | $13,573 | $106,515-87.3% | $96,683-86.0% | $139,434-90.3% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 23.34% | 38.43%-15.1pp | 35.69%-12.4pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,964 | $4,103-52.1% | $3,737-47.4% | $4,751-58.7% |
| Participant deferral / active EE | $4,909 | $5,454-10.0% | $4,878+0.6% | $6,710-26.8% |
| Admin fee / account holder | $322 | $7,877-95.9% | $6,730-95.2% | $11,403-97.2% |