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 | $43,484 | $239,571-81.8% | $183,328-76.3% | $137,256-68.3% |
| Participation rate | 45.5% | 82.4%-36.9pp | 77.3%-31.9pp | 80.0%-34.5pp |
| Annual return | 20.36% | 35.69%-15.3pp | 29.67%-9.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,792 | $6,148-70.8% | $5,055-64.5% | $4,156-56.9% |
| Participant deferral / active EE | $4,229 | $7,995-47.1% | $6,795-37.8% | $6,407-34.0% |
| Admin fee / account holder | $10,572 | $30,059-64.8% | $21,427-50.7% | $12,270-13.8% |