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 | $41,520 | $124,425-66.6% | $112,040-62.9% | $137,256-69.8% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 14.80% | 24.72%-9.9pp | 24.52%-9.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,432 | $3,411-58.0% | $2,954-51.5% | $4,156-65.5% |
| Participant deferral / active EE | $5,044 | $5,718-11.8% | $5,098-1.1% | $6,407-21.3% |
| Admin fee / account holder | $3,127 | $15,207-79.4% | $12,098-74.2% | $12,270-74.5% |