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 | $67,570 | $111,724-39.5% | $93,606-27.8% | $145,922-53.7% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 17.07% | 202.98%-185.9pp | 133.20%-116.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $887 | $3,090-71.3% | $2,420-63.3% | $4,660-81.0% |
| Participant deferral / active EE | $2,079 | $4,912-57.7% | $4,411-52.9% | $6,688-68.9% |
| Admin fee / account holder | $21,620 | $10,250+110.9% | $8,285+160.9% | $13,397+61.4% |