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 | $25,558 | $179,726-85.8% | $156,263-83.6% | $142,382-82.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 21.31% | 77.86%-56.5pp | 59.47%-38.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,176 | $5,069-76.8% | $4,333-72.9% | $4,299-72.6% |
| Participant deferral / active EE | $2,367 | $6,956-66.0% | $6,158-61.6% | $6,507-63.6% |
| Admin fee / account holder | $780 | $17,272-95.5% | $14,255-94.5% | $12,624-93.8% |