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 | $37,790 | $114,381-67.0% | $107,525-64.9% | $142,382-73.5% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.1%-37.6pp | 80.1%-42.6pp |
| Annual return | 16.92% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,102 | $4,015-72.6% | $3,754-70.7% | $4,299-74.4% |
| Participant deferral / active EE | $4,473 | $5,564-19.6% | $5,116-12.6% | $6,507-31.3% |
| Admin fee / account holder | $2,032 | $9,860-79.4% | $8,919-77.2% | $12,624-83.9% |