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 | $79,947 | $154,117-48.1% | $129,995-38.5% | $139,434-42.7% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.5%-20.6pp | 80.3%-22.4pp |
| Annual return | 18.34% | 32.48%-14.1pp | -137.18%+155.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,132 | $5,289-59.7% | $4,320-50.7% | $4,751-55.1% |
| Participant deferral / active EE | $4,905 | $6,710-26.9% | $5,820-15.7% | $6,710-26.9% |
| Admin fee / account holder | $5,177 | $14,007-63.0% | $10,614-51.2% | $11,403-54.6% |