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 | $57,522 | $148,534-61.3% | $135,903-57.7% | $139,434-58.7% |
| Participation rate | 31.8% | 83.9%-52.0pp | 81.9%-50.1pp | 80.3%-48.5pp |
| Annual return | 21.26% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,224 | $5,243-57.6% | $4,856-54.2% | $4,751-53.2% |
| Participant deferral / active EE | $4,560 | $8,100-43.7% | $7,758-41.2% | $6,710-32.0% |
| Admin fee / account holder | $494 | $12,400-96.0% | $10,762-95.4% | $11,403-95.7% |