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 | $82,240 | $111,535-26.3% | $105,223-21.8% | $137,256-40.1% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 12.64% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,478 | $3,939-62.5% | $3,689-59.9% | $4,156-64.4% |
| Participant deferral / active EE | $7,042 | $5,500+28.0% | $5,072+38.9% | $6,407+9.9% |
| Admin fee / account holder | $29,876 | $9,721+207.3% | $8,859+237.2% | $12,270+143.5% |