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 | $45,570 | $159,901-71.5% | $146,958-69.0% | $145,922-68.8% |
| Participation rate | 21.4% | 84.0%-62.6pp | 82.2%-60.7pp | 80.3%-58.8pp |
| Annual return | 11.95% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,656 | $5,286-49.8% | $4,933-46.2% | $4,660-43.0% |
| Participant deferral / active EE | $2,712 | $8,428-67.8% | $8,070-66.4% | $6,688-59.4% |
| Admin fee / account holder | $1,299 | $15,044-91.4% | $12,998-90.0% | $13,397-90.3% |