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 | $27,973 | $100,970-72.3% | $96,576-71.0% | $137,256-79.6% |
| Participation rate | 65.2% | 82.6%-17.4pp | 81.4%-16.2pp | 80.0%-14.7pp |
| Annual return | 13.22% | 38.16%-24.9pp | 38.47%-25.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,133 | $3,809-70.3% | $3,553-68.1% | $4,156-72.7% |
| Participant deferral / active EE | $2,260 | $8,286-72.7% | $7,956-71.6% | $6,407-64.7% |
| Admin fee / account holder | $4,097 | $11,312-63.8% | $11,381-64.0% | $12,270-66.6% |