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 | $100,313 | $175,202-42.7% | $149,673-33.0% | $139,434-28.1% |
| Participation rate | 61.5% | 83.4%-21.8pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 17.30% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,978 | $5,474-63.9% | $4,818-58.9% | $4,751-58.4% |
| Participant deferral / active EE | $4,854 | $6,519-25.5% | $5,680-14.5% | $6,710-27.7% |
| Admin fee / account holder | $7,907 | $16,150-51.0% | $13,210-40.1% | $11,403-30.7% |