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 | $38,020 | $114,381-66.8% | $107,525-64.6% | $142,382-73.3% |
| Participation rate | 64.3% | 78.1%-13.9pp | 75.1%-10.8pp | 80.1%-15.8pp |
| Annual return | 21.48% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,062 | $4,015-23.7% | $3,754-18.4% | $4,299-28.8% |
| Participant deferral / active EE | $4,271 | $5,564-23.2% | $5,116-16.5% | $6,507-34.4% |
| Admin fee / account holder | $1,558 | $9,860-84.2% | $8,919-82.5% | $12,624-87.7% |