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 | $36,337 | $117,983-69.2% | $101,794-64.3% | $142,382-74.5% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.2%-23.0pp | 80.1%-34.0pp |
| Annual return | 13.51% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,398 | $2,773-49.6% | $2,289-38.9% | $4,299-67.5% |
| Participant deferral / active EE | $4,858 | $4,714+3.1% | $4,084+18.9% | $6,507-25.4% |
| Admin fee / account holder | $4,628 | $10,433-55.6% | $8,777-47.3% | $12,624-63.3% |