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 | $32,665 | $110,257-70.4% | $96,544-66.2% | $139,434-76.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 30.85% | 26.32%+4.5pp | 25.84%+5.0pp | 372.94%-342.1pp |
| Employer contribution / active EE | $1,390 | $3,620-61.6% | $2,965-53.1% | $4,751-70.8% |
| Participant deferral / active EE | $4,694 | $5,548-15.4% | $4,851-3.2% | $6,710-30.0% |
| Admin fee / account holder | $1,840 | $11,591-84.1% | $8,252-77.7% | $11,403-83.9% |