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 5-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 | $28,907 | $227,553-87.3% | $189,557-84.8% | $167,490-82.7% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | 44.94% | 78.40%-33.5pp | 64.17%-19.2pp | 478.56%-433.6pp |
| Employer contribution / active EE | $1,148 | $5,316-78.4% | $4,412-74.0% | $4,837-76.3% |
| Participant deferral / active EE | $4,303 | $7,002-38.6% | $6,174-30.3% | $6,341-32.1% |
| Admin fee / account holder | $337 | $11,878-97.2% | $9,807-96.6% | $12,309-97.3% |