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 | $42,895 | $95,266-55.0% | $82,389-47.9% | $142,382-69.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 19.28% | 25.74%-6.5pp | 28.67%-9.4pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,440 | $2,991-51.9% | $2,517-42.8% | $4,299-66.5% |
| Participant deferral / active EE | $5,040 | $4,809+4.8% | $4,155+21.3% | $6,507-22.5% |
| Admin fee / account holder | $333 | $8,563-96.1% | $7,231-95.4% | $12,624-97.4% |