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 | $39,134 | $100,773-61.2% | $88,946-56.0% | $142,382-72.5% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 13.40% | 70.18%-56.8pp | 57.82%-44.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,794 | $2,918-38.5% | $2,555-29.8% | $4,299-58.3% |
| Participant deferral / active EE | $4,194 | $5,230-19.8% | $4,581-8.5% | $6,507-35.5% |
| Admin fee / account holder | $756 | $9,693-92.2% | $8,261-90.9% | $12,624-94.0% |