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 | $78,254 | $114,381-31.6% | $107,525-27.2% | $142,382-45.0% |
| Participation rate | 22.7% | 78.1%-55.4pp | 75.1%-52.3pp | 80.1%-57.4pp |
| Annual return | 18.77% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $866 | $4,015-78.4% | $3,754-76.9% | $4,299-79.9% |
| Participant deferral / active EE | $3,244 | $5,564-41.7% | $5,116-36.6% | $6,507-50.1% |
| Admin fee / account holder | $2,755 | $9,860-72.1% | $8,919-69.1% | $12,624-78.2% |