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 | $20,938 | $106,584-80.4% | $101,326-79.3% | $142,382-85.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 81.5%-24.4pp | 80.1%-23.0pp |
| Annual return | 18.35% | 36.93%-18.6pp | 36.82%-18.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,448 | $3,956-63.4% | $3,665-60.5% | $4,299-66.3% |
| Participant deferral / active EE | $3,767 | $8,297-54.6% | $7,994-52.9% | $6,507-42.1% |
| Admin fee / account holder | $1,479 | $11,446-87.1% | $11,185-86.8% | $12,624-88.3% |