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 | $27,928 | $177,572-84.3% | $154,803-82.0% | $142,382-80.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 31.27% | 65.07%-33.8pp | 58.88%-27.6pp | 217.08%-185.8pp |
| Employer contribution / active EE | $1,588 | $4,810-67.0% | $4,305-63.1% | $4,299-63.1% |
| Participant deferral / active EE | $2,289 | $6,272-63.5% | $5,540-58.7% | $6,507-64.8% |
| Admin fee / account holder | $2,944 | $16,786-82.5% | $14,329-79.5% | $12,624-76.7% |