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 | $63,804 | $159,602-60.0% | $150,045-57.5% | $142,382-55.2% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.3%-13.6pp | 80.1%-11.4pp |
| Annual return | 26.01% | 70.24%-44.2pp | 62.55%-36.5pp | 217.08%-191.1pp |
| Employer contribution / active EE | $1,718 | $4,961-65.4% | $4,693-63.4% | $4,299-60.0% |
| Participant deferral / active EE | $4,599 | $8,310-44.7% | $7,997-42.5% | $6,507-29.3% |
| Admin fee / account holder | $1,055 | $14,846-92.9% | $13,435-92.1% | $12,624-91.6% |