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 | $66,584 | $114,381-41.8% | $107,525-38.1% | $142,382-53.2% |
| Participation rate | 41.7% | 78.1%-36.5pp | 75.1%-33.4pp | 80.1%-38.5pp |
| Annual return | 19.57% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,735 | $4,015-56.8% | $3,754-53.8% | $4,299-59.7% |
| Participant deferral / active EE | $2,061 | $5,564-63.0% | $5,116-59.7% | $6,507-68.3% |
| Admin fee / account holder | $506 | $9,860-94.9% | $8,919-94.3% | $12,624-96.0% |