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 | $92,468 | $111,814-17.3% | $103,374-10.6% | $145,959-36.6% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 24.01% | 24.77%-0.8pp | 24.89%-0.9pp | 561.95%-537.9pp |
| Employer contribution / active EE | $1,126 | $4,214-73.3% | $3,869-70.9% | $4,661-75.8% |
| Participant deferral / active EE | $3,810 | $5,618-32.2% | $5,058-24.7% | $6,689-43.0% |
| Admin fee / account holder | $1,238 | $9,754-87.3% | $8,394-85.3% | $13,398-90.8% |