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 | $30,834 | $177,572-82.6% | $154,803-80.1% | $142,382-78.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 29.67% | 65.07%-35.4pp | 58.88%-29.2pp | 217.08%-187.4pp |
| Employer contribution / active EE | $1,804 | $4,810-62.5% | $4,305-58.1% | $4,299-58.0% |
| Participant deferral / active EE | $4,425 | $6,272-29.4% | $5,540-20.1% | $6,507-32.0% |
| Admin fee / account holder | $1,250 | $16,786-92.6% | $14,329-91.3% | $12,624-90.1% |