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 | $30,991 | $148,534-79.1% | $135,903-77.2% | $139,434-77.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 29.09% | 79.19%-50.1pp | 68.23%-39.1pp | 372.94%-343.9pp |
| Employer contribution / active EE | $2,122 | $5,243-59.5% | $4,856-56.3% | $4,751-55.3% |
| Participant deferral / active EE | $5,749 | $8,100-29.0% | $7,758-25.9% | $6,710-14.3% |
| Admin fee / account holder | $2,268 | $12,400-81.7% | $10,762-78.9% | $11,403-80.1% |