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 | $115,672 | $159,602-27.5% | $150,045-22.9% | $142,382-18.8% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 25.79% | 70.24%-44.4pp | 62.55%-36.8pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,240 | $4,961-75.0% | $4,693-73.6% | $4,299-71.2% |
| Participant deferral / active EE | $3,917 | $8,310-52.9% | $7,997-51.0% | $6,507-39.8% |
| Admin fee / account holder | $1,414 | $14,846-90.5% | $13,435-89.5% | $12,624-88.8% |