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 | $110,974 | $133,922-17.1% | $116,228-4.5% | $142,382-22.1% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.6%-49.6pp | 80.1%-55.1pp |
| Annual return | 21.44% | 147.76%-126.3pp | 90.06%-68.6pp | 217.08%-195.6pp |
| Employer contribution / active EE | $812 | $3,446-76.4% | $2,994-72.9% | $4,299-81.1% |
| Participant deferral / active EE | $6,158 | $5,672+8.6% | $4,953+24.3% | $6,507-5.4% |
| Admin fee / account holder | $528 | $14,945-96.5% | $11,989-95.6% | $12,624-95.8% |