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 | $46,334 | $210,648-78.0% | $177,989-74.0% | $145,922-68.2% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 15.03% | 385.86%-370.8pp | 294.48%-279.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,800 | $4,565-60.6% | $3,949-54.4% | $4,660-61.4% |
| Participant deferral / active EE | $3,644 | $6,958-47.6% | $6,276-41.9% | $6,688-45.5% |
| Admin fee / account holder | $10,200 | $12,013-15.1% | $10,363-1.6% | $13,397-23.9% |