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 | $35,089 | $159,901-78.1% | $146,958-76.1% | $145,922-76.0% |
| Participation rate | 47.6% | 84.0%-36.4pp | 82.2%-34.5pp | 80.3%-32.7pp |
| Annual return | 11.32% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,221 | $5,286-76.9% | $4,933-75.2% | $4,660-73.8% |
| Participant deferral / active EE | $3,677 | $8,428-56.4% | $8,070-54.4% | $6,688-45.0% |
| Admin fee / account holder | $819 | $15,044-94.6% | $12,998-93.7% | $13,397-93.9% |