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 | $68,888 | $159,602-56.8% | $150,045-54.1% | $142,382-51.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 29.28% | 70.24%-41.0pp | 62.55%-33.3pp | 217.08%-187.8pp |
| Employer contribution / active EE | $1,153 | $4,961-76.8% | $4,693-75.4% | $4,299-73.2% |
| Participant deferral / active EE | $7,741 | $8,310-6.8% | $7,997-3.2% | $6,507+19.0% |
| Admin fee / account holder | $46,724 | $14,846+214.7% | $13,435+247.8% | $12,624+270.1% |