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 | $84,512 | $114,381-26.1% | $107,525-21.4% | $142,382-40.6% |
| Participation rate | 42.9% | 78.1%-35.3pp | 75.1%-32.2pp | 80.1%-37.3pp |
| Annual return | 28.52% | 242.71%-214.2pp | 181.32%-152.8pp | 217.08%-188.6pp |
| Employer contribution / active EE | $5,732 | $4,015+42.8% | $3,754+52.7% | $4,299+33.3% |
| Participant deferral / active EE | $8,242 | $5,564+48.1% | $5,116+61.1% | $6,507+26.7% |
| Admin fee / account holder | $11,705 | $9,860+18.7% | $8,919+31.2% | $12,624-7.3% |