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 | $14,295 | $114,381-87.5% | $107,525-86.7% | $142,382-90.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 20.62% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,506 | $4,015-62.5% | $3,754-59.9% | $4,299-65.0% |
| Participant deferral / active EE | $2,204 | $5,564-60.4% | $5,116-56.9% | $6,507-66.1% |
| Admin fee / account holder | $1,165 | $9,860-88.2% | $8,919-86.9% | $12,624-90.8% |