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 | $53,349 | $74,888-28.8% | $71,209-25.1% | $142,382-62.5% |
| Participation rate | 54.2% | 76.2%-22.1pp | 73.8%-19.6pp | 80.1%-26.0pp |
| Annual return | 18.24% | 345.14%-326.9pp | 282.51%-264.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,157 | $2,854-59.5% | $2,721-57.5% | $4,299-73.1% |
| Participant deferral / active EE | $3,900 | $4,454-12.5% | $4,175-6.6% | $6,507-40.1% |
| Admin fee / account holder | $891 | $5,568-84.0% | $5,349-83.3% | $12,624-92.9% |