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 | $36,869 | $87,166-57.7% | $76,735-52.0% | $137,256-73.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 18.39% | 26.50%-8.1pp | 29.77%-11.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,790 | $2,904-38.4% | $2,454-27.1% | $4,156-56.9% |
| Participant deferral / active EE | $2,238 | $4,726-52.7% | $4,088-45.3% | $6,407-65.1% |
| Admin fee / account holder | $366 | $8,403-95.6% | $7,189-94.9% | $12,270-97.0% |