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 | $33,619 | $74,888-55.1% | $71,209-52.8% | $142,382-76.4% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.1%-35.7pp |
| Annual return | 19.44% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,466 | $2,854-48.7% | $2,721-46.1% | $4,299-65.9% |
| Participant deferral / active EE | $4,184 | $4,454-6.1% | $4,175+0.2% | $6,507-35.7% |
| Admin fee / account holder | $397 | $5,568-92.9% | $5,349-92.6% | $12,624-96.9% |