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 | $36,630 | $133,922-72.6% | $116,228-68.5% | $142,382-74.3% |
| Participation rate | 23.1% | 77.9%-54.8pp | 74.6%-51.5pp | 80.1%-57.0pp |
| Annual return | 20.31% | 147.76%-127.5pp | 90.06%-69.7pp | 217.08%-196.8pp |
| Employer contribution / active EE | $774 | $3,446-77.5% | $2,994-74.2% | $4,299-82.0% |
| Participant deferral / active EE | $1,697 | $5,672-70.1% | $4,953-65.7% | $6,507-73.9% |
| Admin fee / account holder | $2,452 | $14,945-83.6% | $11,989-79.5% | $12,624-80.6% |