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 | $33,291 | $183,592-81.9% | $155,567-78.6% | $145,959-77.2% |
| Participation rate | 65.2% | 82.7%-17.5pp | 78.2%-13.0pp | 80.3%-15.1pp |
| Annual return | 23.31% | 61.24%-37.9pp | 64.74%-41.4pp | 561.95%-538.6pp |
| Employer contribution / active EE | $1,501 | $5,315-71.8% | $4,674-67.9% | $4,661-67.8% |
| Participant deferral / active EE | $4,740 | $6,464-26.7% | $5,628-15.8% | $6,689-29.1% |
| Admin fee / account holder | $2,420 | $19,318-87.5% | $15,916-84.8% | $13,398-81.9% |