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 | $85,339 | $101,618-16.0% | $93,063-8.3% | $137,256-37.8% |
| Participation rate | 20.0% | 74.9%-54.9pp | 72.1%-52.1pp | 80.0%-60.0pp |
| Annual return | 14.87% | 223.95%-209.1pp | 34.15%-19.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $981 | $2,707-63.8% | $2,476-60.4% | $4,156-76.4% |
| Participant deferral / active EE | $9,199 | $4,279+115.0% | $3,958+132.4% | $6,407+43.6% |
| Admin fee / account holder | $7,695 | $6,198+24.1% | $6,033+27.5% | $12,270-37.3% |