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 | $95,165 | $163,101-41.7% | $136,749-30.4% | $142,382-33.2% |
| Participation rate | 55.6% | 78.2%-22.7pp | 72.1%-16.6pp | 80.1%-24.6pp |
| Annual return | 19.22% | 27.54%-8.3pp | 24.33%-5.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,347 | $4,117-18.7% | $3,400-1.5% | $4,299-22.1% |
| Participant deferral / active EE | $11,017 | $5,585+97.3% | $4,692+134.8% | $6,507+69.3% |
| Admin fee / account holder | $381 | $14,318-97.3% | $11,386-96.7% | $12,624-97.0% |