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 | $28,794 | $159,602-82.0% | $150,045-80.8% | $142,382-79.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 21.77% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $4,285 | $4,961-13.6% | $4,693-8.7% | $4,299-0.3% |
| Participant deferral / active EE | $5,150 | $8,310-38.0% | $7,997-35.6% | $6,507-20.9% |
| Admin fee / account holder | $14,992 | $14,846+1.0% | $13,435+11.6% | $12,624+18.8% |