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 | $22,506 | $73,933-69.6% | $96,683-76.7% | $75,163-70.1% |
| Participation rate | 57.4% | 66.4%-9.0pp | 74.3%-16.9pp | 67.2%-9.7pp |
| Annual return | 28.65% | 26.70%+2.0pp | 35.69%-7.0pp | 160.62%-132.0pp |
| Employer contribution / active EE | $2,247 | $2,928-23.2% | $3,737-39.9% | $2,670-15.8% |
| Participant deferral / active EE | $4,666 | $3,659+27.5% | $4,878-4.3% | $4,125+13.1% |
| Admin fee / account holder | $1,271 | $5,216-75.6% | $6,730-81.1% | $5,651-77.5% |