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 | $38,974 | $111,724-65.1% | $93,606-58.4% | $145,922-73.3% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.1pp |
| Annual return | 13.94% | 202.98%-189.0pp | 133.20%-119.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,152 | $3,090-62.7% | $2,420-52.4% | $4,660-75.3% |
| Participant deferral / active EE | $3,566 | $4,912-27.4% | $4,411-19.2% | $6,688-46.7% |
| Admin fee / account holder | $360 | $10,250-96.5% | $8,285-95.7% | $13,397-97.3% |