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 | $32,757 | $133,922-75.5% | $116,228-71.8% | $142,382-77.0% |
| Participation rate | 52.2% | 77.9%-25.7pp | 74.6%-22.4pp | 80.1%-27.9pp |
| Annual return | 19.43% | 147.76%-128.3pp | 90.06%-70.6pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,797 | $3,446-47.9% | $2,994-40.0% | $4,299-58.2% |
| Participant deferral / active EE | $2,240 | $5,672-60.5% | $4,953-54.8% | $6,507-65.6% |
| Admin fee / account holder | $7,075 | $14,945-52.7% | $11,989-41.0% | $12,624-44.0% |