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 | $22,964 | $97,125-76.4% | $86,233-73.4% | $137,256-83.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 17.59% | 74.19%-56.6pp | 61.39%-43.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,349 | $2,841-52.5% | $2,504-46.2% | $4,156-67.6% |
| Participant deferral / active EE | $2,053 | $5,180-60.4% | $4,559-55.0% | $6,407-68.0% |
| Admin fee / account holder | $4,478 | $9,725-54.0% | $8,342-46.3% | $12,270-63.5% |