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 | $33,167 | $74,888-55.7% | $71,209-53.4% | $142,382-76.7% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 17.17% | 345.14%-328.0pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,896 | $2,854-33.6% | $2,721-30.3% | $4,299-55.9% |
| Participant deferral / active EE | $3,178 | $4,454-28.7% | $4,175-23.9% | $6,507-51.2% |
| Admin fee / account holder | $332 | $5,568-94.0% | $5,349-93.8% | $12,624-97.4% |