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 | $43,255 | $175,202-75.3% | $149,673-71.1% | $139,434-69.0% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 20.34% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,084 | $5,474-61.9% | $4,818-56.7% | $4,751-56.1% |
| Participant deferral / active EE | $5,098 | $6,519-21.8% | $5,680-10.3% | $6,710-24.0% |
| Admin fee / account holder | $4,045 | $16,150-75.0% | $13,210-69.4% | $11,403-64.5% |