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 | $19,031 | $175,202-89.1% | $149,673-87.3% | $139,434-86.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 32.26% | 166.71%-134.4pp | 134.42%-102.2pp | 372.94%-340.7pp |
| Employer contribution / active EE | $1,941 | $5,474-64.6% | $4,818-59.7% | $4,751-59.2% |
| Participant deferral / active EE | $5,050 | $6,519-22.5% | $5,680-11.1% | $6,710-24.7% |
| Admin fee / account holder | $1,566 | $16,150-90.3% | $13,210-88.1% | $11,403-86.3% |