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 | $34,683 | $210,648-83.5% | $177,989-80.5% | $145,922-76.2% |
| Participation rate | 52.4% | 80.8%-28.4pp | 77.1%-24.7pp | 80.3%-27.9pp |
| Annual return | 14.06% | 385.86%-371.8pp | 294.48%-280.4pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,645 | $4,565-42.1% | $3,949-33.0% | $4,660-43.2% |
| Participant deferral / active EE | $6,032 | $6,958-13.3% | $6,276-3.9% | $6,688-9.8% |
| Admin fee / account holder | $1,878 | $12,013-84.4% | $10,363-81.9% | $13,397-86.0% |