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 | $30,719 | $117,983-74.0% | $101,794-69.8% | $142,382-78.4% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.2%-10.9pp | 80.1%-21.8pp |
| Annual return | 16.20% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,752 | $2,773-36.8% | $2,289-23.5% | $4,299-59.2% |
| Participant deferral / active EE | $3,230 | $4,714-31.5% | $4,084-20.9% | $6,507-50.4% |
| Admin fee / account holder | $408 | $10,433-96.1% | $8,777-95.4% | $12,624-96.8% |