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 | $19,116 | $148,534-87.1% | $135,903-85.9% | $139,434-86.3% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 34.32% | 79.19%-44.9pp | 68.23%-33.9pp | 372.94%-338.6pp |
| Employer contribution / active EE | $3,824 | $5,243-27.1% | $4,856-21.3% | $4,751-19.5% |
| Participant deferral / active EE | $3,742 | $8,100-53.8% | $7,758-51.8% | $6,710-44.2% |
| Admin fee / account holder | $2,898 | $12,400-76.6% | $10,762-73.1% | $11,403-74.6% |