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 | $124,466 | $177,572-29.9% | $154,803-19.6% | $142,382-12.6% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.1%-49.5pp | 80.1%-51.5pp |
| Annual return | 20.20% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,868 | $4,810-61.2% | $4,305-56.6% | $4,299-56.5% |
| Participant deferral / active EE | $3,660 | $6,272-41.6% | $5,540-33.9% | $6,507-43.8% |
| Admin fee / account holder | $499 | $16,786-97.0% | $14,329-96.5% | $12,624-96.1% |