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 | $97,928 | $112,729-13.1% | $98,716-0.8% | $137,256-28.7% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.3%-32.9pp | 80.0%-43.6pp |
| Annual return | 14.75% | 38.48%-23.7pp | 31.81%-17.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,159 | $2,725-57.5% | $2,279-49.1% | $4,156-72.1% |
| Participant deferral / active EE | $2,019 | $4,640-56.5% | $4,048-50.1% | $6,407-68.5% |
| Admin fee / account holder | $2,095 | $10,129-79.3% | $8,703-75.9% | $12,270-82.9% |