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 | $46,554 | $99,877-53.4% | $84,966-45.2% | $145,922-68.1% |
| Participation rate | 36.4% | 74.1%-37.7pp | 67.5%-31.1pp | 80.3%-43.9pp |
| Annual return | 10.36% | 83.76%-73.4pp | 66.38%-56.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,360 | $3,231-57.9% | $2,727-50.1% | $4,660-70.8% |
| Participant deferral / active EE | $2,436 | $5,291-54.0% | $4,519-46.1% | $6,688-63.6% |
| Admin fee / account holder | $982 | $7,248-86.5% | $6,149-84.0% | $13,397-92.7% |