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 | $25,594 | $73,933-65.4% | $96,683-73.5% | $75,163-65.9% |
| Participation rate | 27.3% | 66.4%-39.1pp | 74.3%-47.1pp | 67.2%-39.9pp |
| Annual return | 30.54% | 26.70%+3.8pp | 35.69%-5.2pp | 160.62%-130.1pp |
| Employer contribution / active EE | $1,664 | $2,928-43.2% | $3,737-55.5% | $2,670-37.7% |
| Participant deferral / active EE | $2,834 | $3,659-22.5% | $4,878-41.9% | $4,125-31.3% |
| Admin fee / account holder | $362 | $5,216-93.1% | $6,730-94.6% | $5,651-93.6% |