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 | $27,962 | $158,398-82.3% | $126,539-77.9% | $142,382-80.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 24.21% | 593.76%-569.5pp | 425.95%-401.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,186 | $4,650-53.0% | $3,674-40.5% | $4,299-49.1% |
| Participant deferral / active EE | $4,829 | $4,767+1.3% | $4,083+18.3% | $6,507-25.8% |
| Admin fee / account holder | $2,991 | $6,918-56.8% | $6,065-50.7% | $12,624-76.3% |