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 | $53,904 | $70,669-23.7% | $169,368-68.2% | $75,163-28.3% |
| Participation rate | 57.6% | 64.8%-7.2pp | 77.1%-19.6pp | 67.2%-9.6pp |
| Annual return | 15.58% | 36.36%-20.8pp | 405.60%-390.0pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,828 | $2,211-17.3% | $4,013-54.4% | $2,670-31.5% |
| Participant deferral / active EE | $4,179 | $4,311-3.1% | $6,221-32.8% | $4,125+1.3% |
| Admin fee / account holder | $337 | $5,402-93.8% | $9,003-96.3% | $5,651-94.0% |