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 | $61,839 | $100,773-38.6% | $88,946-30.5% | $142,382-56.6% |
| Participation rate | 12.5% | 74.3%-61.8pp | 68.8%-56.3pp | 80.1%-67.6pp |
| Annual return | 27.12% | 70.18%-43.1pp | 57.82%-30.7pp | 217.08%-190.0pp |
| Employer contribution / active EE | $377 | $2,918-87.1% | $2,555-85.2% | $4,299-91.2% |
| Participant deferral / active EE | $3,388 | $5,230-35.2% | $4,581-26.1% | $6,507-47.9% |
| Admin fee / account holder | $551 | $9,693-94.3% | $8,261-93.3% | $12,624-95.6% |