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 | $46,566 | $118,450-60.7% | $98,439-52.7% | $139,434-66.6% |
| Participation rate | 54.5% | 77.4%-22.9pp | 75.2%-20.6pp | 80.3%-25.8pp |
| Annual return | 17.35% | 18.94%-1.6pp | 21.16%-3.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,715 | $3,609-52.5% | $3,048-43.7% | $4,751-63.9% |
| Participant deferral / active EE | $4,073 | $5,392-24.5% | $4,738-14.0% | $6,710-39.3% |
| Admin fee / account holder | $5,021 | $14,026-64.2% | $8,948-43.9% | $11,403-56.0% |