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 | $37,794 | $100,773-62.5% | $88,946-57.5% | $142,382-73.5% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.8%-7.3pp | 80.1%-18.6pp |
| Annual return | 17.15% | 70.18%-53.0pp | 57.82%-40.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,782 | $2,918-38.9% | $2,555-30.3% | $4,299-58.5% |
| Participant deferral / active EE | $4,335 | $5,230-17.1% | $4,581-5.4% | $6,507-33.4% |
| Admin fee / account holder | $3,855 | $9,693-60.2% | $8,261-53.3% | $12,624-69.5% |