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 3-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 | $27,195 | $99,877-72.8% | $84,966-68.0% | $145,922-81.4% |
| Participation rate | 36.4% | 74.1%-37.7pp | 67.5%-31.1pp | 80.3%-43.9pp |
| Annual return | 19.12% | 83.76%-64.6pp | 66.38%-47.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,116 | $3,231-65.5% | $2,727-59.1% | $4,660-76.1% |
| Participant deferral / active EE | $4,063 | $5,291-23.2% | $4,519-10.1% | $6,688-39.2% |
| Admin fee / account holder | $2,738 | $7,248-62.2% | $6,149-55.5% | $13,397-79.6% |