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 | $78,317 | $111,754-29.9% | $103,333-24.2% | $145,922-46.3% |
| Participation rate | 34.8% | 77.9%-43.2pp | 74.5%-39.7pp | 80.3%-45.5pp |
| Annual return | 21.79% | 24.77%-3.0pp | 24.88%-3.1pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,153 | $4,212-72.6% | $3,868-70.2% | $4,660-75.3% |
| Participant deferral / active EE | $2,568 | $5,619-54.3% | $5,057-49.2% | $6,688-61.6% |
| Admin fee / account holder | $2,425 | $9,750-75.1% | $8,355-71.0% | $13,397-81.9% |