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 | $40,076 | $99,918-59.9% | $81,382-50.8% | $145,922-72.5% |
| Participation rate | 38.5% | 74.2%-35.7pp | 69.5%-31.0pp | 80.3%-41.8pp |
| Annual return | 15.16% | 34.32%-19.2pp | 24.73%-9.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,062 | $2,978-64.3% | $2,463-56.9% | $4,660-77.2% |
| Participant deferral / active EE | $1,862 | $4,605-59.6% | $3,883-52.0% | $6,688-72.2% |
| Admin fee / account holder | $2,192 | $8,212-73.3% | $5,768-62.0% | $13,397-83.6% |