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 | $48,821 | $132,634-63.2% | $115,768-57.8% | $137,256-64.4% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.4%-29.4pp | 80.0%-35.0pp |
| Annual return | 22.80% | 160.70%-137.9pp | 100.46%-77.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,538 | $3,360-54.2% | $2,940-47.7% | $4,156-63.0% |
| Participant deferral / active EE | $4,953 | $5,619-11.8% | $4,917+0.7% | $6,407-22.7% |
| Admin fee / account holder | $586 | $15,028-96.1% | $12,439-95.3% | $12,270-95.2% |