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 | $29,797 | $154,117-80.7% | $129,995-77.1% | $139,434-78.6% |
| Participation rate | 56.3% | 82.0%-25.7pp | 78.5%-22.2pp | 80.3%-24.1pp |
| Annual return | 21.82% | 32.48%-10.7pp | -137.18%+159.0pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,059 | $5,289-61.1% | $4,320-52.3% | $4,751-56.7% |
| Participant deferral / active EE | $4,040 | $6,710-39.8% | $5,820-30.6% | $6,710-39.8% |
| Admin fee / account holder | $3,289 | $14,007-76.5% | $10,614-69.0% | $11,403-71.2% |