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 | $154,228-80.7% | $145,433-79.6% | $137,256-78.3% |
| Participation rate | 47.6% | 83.8%-36.2pp | 82.1%-34.5pp | 80.0%-32.3pp |
| Annual return | 19.53% | 74.59%-55.1pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,237 | $4,804-74.2% | $4,554-72.8% | $4,156-70.2% |
| Participant deferral / active EE | $2,755 | $8,216-66.5% | $7,897-65.1% | $6,407-57.0% |
| Admin fee / account holder | $7,700 | $14,344-46.3% | $13,129-41.4% | $12,270-37.2% |