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 | $35,780 | $161,352-77.8% | $134,172-73.3% | $137,256-73.9% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 19.79% | 28.72%-8.9pp | 25.30%-5.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,376 | $4,099-66.4% | $3,420-59.8% | $4,156-66.9% |
| Participant deferral / active EE | $4,400 | $5,552-20.7% | $4,690-6.2% | $6,407-31.3% |
| Admin fee / account holder | $6,236 | $15,028-58.5% | $12,016-48.1% | $12,270-49.2% |