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 | $48,575 | $183,592-73.5% | $155,567-68.8% | $145,959-66.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 14.44% | 61.24%-46.8pp | 64.74%-50.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $3,204 | $5,315-39.7% | $4,674-31.5% | $4,661-31.3% |
| Participant deferral / active EE | $5,480 | $6,464-15.2% | $5,628-2.6% | $6,689-18.1% |
| Admin fee / account holder | $1,729 | $19,318-91.1% | $15,916-89.1% | $13,398-87.1% |