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 | $27,883 | $154,117-81.9% | $129,995-78.6% | $139,434-80.0% |
| Participation rate | 46.7% | 82.0%-35.3pp | 78.5%-31.8pp | 80.3%-33.7pp |
| Annual return | 14.35% | 32.48%-18.1pp | -137.18%+151.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,406 | $5,289-73.4% | $4,320-67.5% | $4,751-70.4% |
| Participant deferral / active EE | $3,483 | $6,710-48.1% | $5,820-40.2% | $6,710-48.1% |
| Admin fee / account holder | $510 | $14,007-96.4% | $10,614-95.2% | $11,403-95.5% |