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 | $27,792 | $175,202-84.1% | $149,673-81.4% | $139,434-80.1% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 38.07% | 166.71%-128.6pp | 134.42%-96.3pp | 372.94%-334.9pp |
| Employer contribution / active EE | $5,489 | $5,474+0.3% | $4,818+13.9% | $4,751+15.5% |
| Participant deferral / active EE | $5,908 | $6,519-9.4% | $5,680+4.0% | $6,710-12.0% |
| Admin fee / account holder | $1,076 | $16,150-93.3% | $13,210-91.9% | $11,403-90.6% |