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 | $25,099 | $110,257-77.2% | $96,544-74.0% | $139,434-82.0% |
| Participation rate | 42.9% | 78.1%-35.2pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 23.51% | 26.32%-2.8pp | 25.84%-2.3pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,341 | $3,620-63.0% | $2,965-54.8% | $4,751-71.8% |
| Participant deferral / active EE | $3,947 | $5,548-28.9% | $4,851-18.6% | $6,710-41.2% |
| Admin fee / account holder | $1,452 | $11,591-87.5% | $8,252-82.4% | $11,403-87.3% |