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 | $95,266-51.8% | $82,389-44.3% | $142,382-67.8% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.5%-29.5pp | 80.1%-40.1pp |
| Annual return | 21.69% | 25.74%-4.1pp | 28.67%-7.0pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,726 | $2,991-42.3% | $2,517-31.4% | $4,299-59.8% |
| Participant deferral / active EE | $2,997 | $4,809-37.7% | $4,155-27.9% | $6,507-53.9% |
| Admin fee / account holder | $1,660 | $8,563-80.6% | $7,231-77.0% | $12,624-86.8% |