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 | $88,464 | $133,922-33.9% | $116,228-23.9% | $142,382-37.9% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.6%-38.2pp | 80.1%-43.8pp |
| Annual return | 15.14% | 147.76%-132.6pp | 90.06%-74.9pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,907 | $3,446-44.7% | $2,994-36.3% | $4,299-55.6% |
| Participant deferral / active EE | $5,533 | $5,672-2.5% | $4,953+11.7% | $6,507-15.0% |
| Admin fee / account holder | $1,906 | $14,945-87.2% | $11,989-84.1% | $12,624-84.9% |