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 | $34,626 | $177,572-80.5% | $154,803-77.6% | $142,382-75.7% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 18.43% | 65.07%-46.6pp | 58.88%-40.5pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,984 | $4,810-58.8% | $4,305-53.9% | $4,299-53.8% |
| Participant deferral / active EE | $7,354 | $6,272+17.3% | $5,540+32.7% | $6,507+13.0% |
| Admin fee / account holder | $1,326 | $16,786-92.1% | $14,329-90.7% | $12,624-89.5% |