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 | $27,727 | $159,602-82.6% | $150,045-81.5% | $142,382-80.5% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.3%-18.7pp | 80.1%-16.5pp |
| Annual return | 31.74% | 70.24%-38.5pp | 62.55%-30.8pp | 217.08%-185.3pp |
| Employer contribution / active EE | $2,089 | $4,961-57.9% | $4,693-55.5% | $4,299-51.4% |
| Participant deferral / active EE | $2,873 | $8,310-65.4% | $7,997-64.1% | $6,507-55.8% |
| Admin fee / account holder | $1,781 | $14,846-88.0% | $13,435-86.7% | $12,624-85.9% |