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 | $30,447 | $74,888-59.3% | $71,209-57.2% | $142,382-78.6% |
| Participation rate | 38.1% | 76.2%-38.1pp | 73.8%-35.7pp | 80.1%-42.0pp |
| Annual return | 18.74% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,195 | $2,854-58.1% | $2,721-56.1% | $4,299-72.2% |
| Participant deferral / active EE | $2,739 | $4,454-38.5% | $4,175-34.4% | $6,507-57.9% |
| Admin fee / account holder | $5,652 | $5,568+1.5% | $5,349+5.7% | $12,624-55.2% |