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 | $45,799 | $114,381-60.0% | $107,525-57.4% | $142,382-67.8% |
| Participation rate | 34.8% | 78.1%-43.4pp | 75.1%-40.3pp | 80.1%-45.3pp |
| Annual return | 15.57% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,116 | $4,015-72.2% | $3,754-70.3% | $4,299-74.0% |
| Participant deferral / active EE | $2,735 | $5,564-50.8% | $5,116-46.5% | $6,507-58.0% |
| Admin fee / account holder | $824 | $9,860-91.6% | $8,919-90.8% | $12,624-93.5% |