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 | $23,878 | $117,983-79.8% | $101,794-76.5% | $142,382-83.2% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.2%-5.5pp | 80.1%-16.5pp |
| Annual return | 17.25% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,179 | $2,773-57.5% | $2,289-48.5% | $4,299-72.6% |
| Participant deferral / active EE | $2,128 | $4,714-54.9% | $4,084-47.9% | $6,507-67.3% |
| Admin fee / account holder | $428 | $10,433-95.9% | $8,777-95.1% | $12,624-96.6% |