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 | $133,922-63.5% | $116,228-58.0% | $142,382-65.7% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.6%-29.6pp | 80.1%-35.1pp |
| Annual return | 22.80% | 147.76%-125.0pp | 90.06%-67.3pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,538 | $3,446-55.3% | $2,994-48.6% | $4,299-64.2% |
| Participant deferral / active EE | $4,953 | $5,672-12.7% | $4,9530% | $6,507-23.9% |
| Admin fee / account holder | $586 | $14,945-96.1% | $11,989-95.1% | $12,624-95.4% |