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 | $36,269 | $159,602-77.3% | $150,045-75.8% | $142,382-74.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 19.52% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,002 | $4,961-59.6% | $4,693-57.3% | $4,299-53.4% |
| Participant deferral / active EE | $7,371 | $8,310-11.3% | $7,997-7.8% | $6,507+13.3% |
| Admin fee / account holder | $4,466 | $14,846-69.9% | $13,435-66.8% | $12,624-64.6% |