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 | $19,841 | $100,773-80.3% | $88,946-77.7% | $142,382-86.1% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.8%-11.7pp | 80.1%-23.0pp |
| Annual return | 22.35% | 70.18%-47.8pp | 57.82%-35.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,206 | $2,918-58.7% | $2,555-52.8% | $4,299-71.9% |
| Participant deferral / active EE | $2,474 | $5,230-52.7% | $4,581-46.0% | $6,507-62.0% |
| Admin fee / account holder | $1,040 | $9,693-89.3% | $8,261-87.4% | $12,624-91.8% |