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 | $29,878 | $175,202-82.9% | $149,673-80.0% | $139,434-78.6% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 100.97% | 166.71%-65.7pp | 134.42%-33.4pp | 372.94%-272.0pp |
| Employer contribution / active EE | $1,116 | $5,474-79.6% | $4,818-76.8% | $4,751-76.5% |
| Participant deferral / active EE | $5,167 | $6,519-20.7% | $5,680-9.0% | $6,710-23.0% |
| Admin fee / account holder | $2,043 | $16,150-87.3% | $13,210-84.5% | $11,403-82.1% |