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 | $48,612 | $114,381-57.5% | $107,525-54.8% | $142,382-65.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 15.46% | 242.71%-227.2pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $916 | $4,015-77.2% | $3,754-75.6% | $4,299-78.7% |
| Participant deferral / active EE | $3,231 | $5,564-41.9% | $5,116-36.8% | $6,507-50.3% |
| Admin fee / account holder | $333 | $9,860-96.6% | $8,919-96.3% | $12,624-97.4% |