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 | $56,388 | $115,770-51.3% | $101,248-44.3% | $158,922-64.5% |
| Participation rate | 47.6% | 79.4%-31.7pp | 75.8%-28.2pp | 82.0%-34.3pp |
| Annual return | 85.92% | 56.14%+29.8pp | 46.47%+39.5pp | 302.83%-216.9pp |
| Employer contribution / active EE | $865 | $4,175-79.3% | $3,660-76.4% | $4,761-81.8% |
| Participant deferral / active EE | $1,894 | $4,957-61.8% | $4,370-56.7% | $5,982-68.3% |
| Admin fee / account holder | $2,290 | $7,245-68.4% | $5,945-61.5% | $11,246-79.6% |