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 | $27,735 | $108,912-74.5% | $100,383-72.4% | $145,959-81.0% |
| Participation rate | 52.6% | 83.0%-30.3pp | 81.5%-28.9pp | 80.3%-27.7pp |
| Annual return | 15.11% | 57.96%-42.9pp | 49.26%-34.2pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,496 | $4,423-66.2% | $3,944-62.1% | $4,661-67.9% |
| Participant deferral / active EE | $4,401 | $8,451-47.9% | $8,086-45.6% | $6,689-34.2% |
| Admin fee / account holder | $2,732 | $9,690-71.8% | $7,900-65.4% | $13,398-79.6% |