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 3-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 | $41,528 | $114,381-63.7% | $107,525-61.4% | $142,382-70.8% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.1%-5.8pp | 80.1%-10.9pp |
| Annual return | 19.78% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,049 | $4,015-49.0% | $3,754-45.4% | $4,299-52.3% |
| Participant deferral / active EE | $4,148 | $5,564-25.5% | $5,116-18.9% | $6,507-36.3% |
| Admin fee / account holder | $354 | $9,860-96.4% | $8,919-96.0% | $12,624-97.2% |