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 | $28,563 | $105,126-72.8% | $94,646-69.8% | $139,434-79.5% |
| Participation rate | 53.8% | 82.4%-28.5pp | 80.8%-27.0pp | 80.3%-26.5pp |
| Annual return | 27.52% | 38.03%-10.5pp | 156.71%-129.2pp | 372.94%-345.4pp |
| Employer contribution / active EE | $1,520 | $4,106-63.0% | $3,672-58.6% | $4,751-68.0% |
| Participant deferral / active EE | $4,897 | $7,599-35.6% | $7,418-34.0% | $6,710-27.0% |
| Admin fee / account holder | $622 | $8,984-93.1% | $7,231-91.4% | $11,403-94.5% |