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 | $21,768 | $70,669-69.2% | $169,368-87.1% | $75,163-71.0% |
| Participation rate | 34.5% | 64.8%-30.3pp | 77.1%-42.7pp | 67.2%-32.7pp |
| Annual return | 20.99% | 36.36%-15.4pp | 405.60%-384.6pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,065 | $2,211-51.8% | $4,013-73.5% | $2,670-60.1% |
| Participant deferral / active EE | $1,870 | $4,311-56.6% | $6,221-69.9% | $4,125-54.7% |
| Admin fee / account holder | $1,115 | $5,402-79.4% | $9,003-87.6% | $5,651-80.3% |