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 | $39,008 | $148,534-73.7% | $135,903-71.3% | $139,434-72.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 36.41% | 79.19%-42.8pp | 68.23%-31.8pp | 372.94%-336.5pp |
| Employer contribution / active EE | $1,886 | $5,243-64.0% | $4,856-61.2% | $4,751-60.3% |
| Participant deferral / active EE | $2,616 | $8,100-67.7% | $7,758-66.3% | $6,710-61.0% |
| Admin fee / account holder | $998 | $12,400-92.0% | $10,762-90.7% | $11,403-91.2% |