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 | $65,815 | $159,901-58.8% | $146,958-55.2% | $145,922-54.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.99% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,230 | $5,286-38.9% | $4,933-34.5% | $4,660-30.7% |
| Participant deferral / active EE | $6,438 | $8,428-23.6% | $8,070-20.2% | $6,688-3.7% |
| Admin fee / account holder | $686 | $15,044-95.4% | $12,998-94.7% | $13,397-94.9% |