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 | $154,228-25.0% | $145,433-20.5% | $137,256-15.7% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 25.79% | 74.59%-48.8pp | 66.58%-40.8pp | 220.34%-194.5pp |
| Employer contribution / active EE | $1,240 | $4,804-74.2% | $4,554-72.8% | $4,156-70.2% |
| Participant deferral / active EE | $3,917 | $8,216-52.3% | $7,897-50.4% | $6,407-38.9% |
| Admin fee / account holder | $1,414 | $14,344-90.1% | $13,129-89.2% | $12,270-88.5% |