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 | $29,736 | $159,602-81.4% | $150,045-80.2% | $142,382-79.1% |
| Participation rate | 47.6% | 84.0%-36.4pp | 82.3%-34.7pp | 80.1%-32.5pp |
| Annual return | 19.53% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,237 | $4,961-75.1% | $4,693-73.6% | $4,299-71.2% |
| Participant deferral / active EE | $2,755 | $8,310-66.9% | $7,997-65.6% | $6,507-57.7% |
| Admin fee / account holder | $7,700 | $14,846-48.1% | $13,435-42.7% | $12,624-39.0% |