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 | $22,061 | $100,773-78.1% | $88,946-75.2% | $142,382-84.5% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 46.14% | 70.18%-24.0pp | 57.82%-11.7pp | 217.08%-170.9pp |
| Employer contribution / active EE | $1,154 | $2,918-60.4% | $2,555-54.8% | $4,299-73.1% |
| Participant deferral / active EE | $4,285 | $5,230-18.1% | $4,581-6.5% | $6,507-34.2% |
| Admin fee / account holder | $349 | $9,693-96.4% | $8,261-95.8% | $12,624-97.2% |