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 | $33,783 | $201,272-83.2% | $184,203-81.7% | $145,922-76.8% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.1pp |
| Annual return | 21.41% | 29.00%-7.6pp | 28.81%-7.4pp | 561.29%-539.9pp |
| Employer contribution / active EE | $2,456 | $7,022-65.0% | $6,427-61.8% | $4,660-47.3% |
| Participant deferral / active EE | $5,877 | $9,806-40.1% | $9,131-35.6% | $6,688-12.1% |
| Admin fee / account holder | $4,854 | $16,364-70.3% | $13,901-65.1% | $13,397-63.8% |