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 | $78,778 | $73,933+6.6% | $96,683-18.5% | $75,163+4.8% |
| Participation rate | 34.6% | 66.4%-31.8pp | 74.3%-39.7pp | 67.2%-32.6pp |
| Annual return | 19.29% | 26.70%-7.4pp | 35.69%-16.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $834 | $2,928-71.5% | $3,737-77.7% | $2,670-68.7% |
| Participant deferral / active EE | $2,592 | $3,659-29.2% | $4,878-46.9% | $4,125-37.2% |
| Admin fee / account holder | $2,556 | $5,216-51.0% | $6,730-62.0% | $5,651-54.8% |