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 | $29,344 | $117,983-75.1% | $101,794-71.2% | $142,382-79.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 19.92% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,877 | $2,773-32.3% | $2,289-18.0% | $4,299-56.3% |
| Participant deferral / active EE | $2,459 | $4,714-47.8% | $4,084-39.8% | $6,507-62.2% |
| Admin fee / account holder | $330 | $10,433-96.8% | $8,777-96.2% | $12,624-97.4% |