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 | $18,068 | $77,314-76.6% | $177,989-89.8% | $80,856-77.7% |
| Participation rate | 60.6% | 65.7%-5.1pp | 77.1%-16.5pp | 67.6%-7.0pp |
| Annual return | 20.23% | 18.09%+2.1pp | 294.48%-274.3pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,564 | $2,292-31.7% | $3,949-60.4% | $2,755-43.2% |
| Participant deferral / active EE | $4,435 | $4,411+0.5% | $6,276-29.3% | $4,296+3.2% |
| Admin fee / account holder | $366 | $7,191-94.9% | $10,363-96.5% | $6,918-94.7% |