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 | $33,311 | $148,534-77.6% | $135,903-75.5% | $139,434-76.1% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 23.72% | 79.19%-55.5pp | 68.23%-44.5pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,126 | $5,243-78.5% | $4,856-76.8% | $4,751-76.3% |
| Participant deferral / active EE | $4,012 | $8,100-50.5% | $7,758-48.3% | $6,710-40.2% |
| Admin fee / account holder | $1,110 | $12,400-91.0% | $10,762-89.7% | $11,403-90.3% |