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 | $44,202 | $159,934-72.4% | $147,005-69.9% | $145,959-69.7% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 15.06% | 98.24%-83.2pp | 418.76%-403.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,911 | $5,287-63.9% | $4,934-61.3% | $4,661-59.0% |
| Participant deferral / active EE | $5,824 | $8,427-30.9% | $8,070-27.8% | $6,689-12.9% |
| Admin fee / account holder | $5,802 | $15,053-61.5% | $13,006-55.4% | $13,398-56.7% |