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 | $57,351 | $68,346-16.1% | $94,646-39.4% | $75,163-23.7% |
| Participation rate | 65.1% | 76.1%-11.0pp | 80.8%-15.7pp | 67.2%-2.1pp |
| Annual return | 15.70% | 616.93%-601.2pp | 156.71%-141.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,959 | $2,701-27.5% | $3,672-46.7% | $2,670-26.6% |
| Participant deferral / active EE | $3,799 | $6,537-41.9% | $7,418-48.8% | $4,125-7.9% |
| Admin fee / account holder | $1,776 | $5,326-66.6% | $7,231-75.4% | $5,651-68.6% |