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 | $18,820 | $175,202-89.3% | $149,673-87.4% | $139,434-86.5% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 23.08% | 166.71%-143.6pp | 134.42%-111.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,469 | $5,474-73.2% | $4,818-69.5% | $4,751-69.1% |
| Participant deferral / active EE | $4,178 | $6,519-35.9% | $5,680-26.4% | $6,710-37.7% |
| Admin fee / account holder | $4,998 | $16,150-69.1% | $13,210-62.2% | $11,403-56.2% |