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 | $27,434 | $154,117-82.2% | $129,995-78.9% | $139,434-80.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 33.57% | 32.48%+1.1pp | -137.18%+170.7pp | 372.94%-339.4pp |
| Employer contribution / active EE | $2,038 | $5,289-61.5% | $4,320-52.8% | $4,751-57.1% |
| Participant deferral / active EE | $5,220 | $6,710-22.2% | $5,820-10.3% | $6,710-22.2% |
| Admin fee / account holder | $1,018 | $14,007-92.7% | $10,614-90.4% | $11,403-91.1% |