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 | $22,072 | $73,933-70.1% | $96,683-77.2% | $75,163-70.6% |
| Participation rate | 25.0% | 66.4%-41.4pp | 74.3%-49.3pp | 67.2%-42.2pp |
| Annual return | 22.19% | 26.70%-4.5pp | 35.69%-13.5pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,096 | $2,928-62.6% | $3,737-70.7% | $2,670-58.9% |
| Participant deferral / active EE | $1,749 | $3,659-52.2% | $4,878-64.2% | $4,125-57.6% |
| Admin fee / account holder | $698 | $5,216-86.6% | $6,730-89.6% | $5,651-87.7% |