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 | $27,123 | $112,729-75.9% | $98,716-72.5% | $137,256-80.2% |
| Participation rate | 55.0% | 74.2%-19.2pp | 69.3%-14.3pp | 80.0%-25.0pp |
| Annual return | 20.94% | 38.48%-17.5pp | 31.81%-10.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,521 | $2,725-44.2% | $2,279-33.3% | $4,156-63.4% |
| Participant deferral / active EE | $2,500 | $4,640-46.1% | $4,048-38.2% | $6,407-61.0% |
| Admin fee / account holder | $379 | $10,129-96.3% | $8,703-95.6% | $12,270-96.9% |