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 | $45,896 | $87,166-47.3% | $76,735-40.2% | $137,256-66.6% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.5%-29.5pp | 80.0%-40.0pp |
| Annual return | 21.69% | 26.50%-4.8pp | 29.77%-8.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,726 | $2,904-40.6% | $2,454-29.7% | $4,156-58.5% |
| Participant deferral / active EE | $2,997 | $4,726-36.6% | $4,088-26.7% | $6,407-53.2% |
| Admin fee / account holder | $1,660 | $8,403-80.2% | $7,189-76.9% | $12,270-86.5% |