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 | $29,091 | $95,266-69.5% | $82,389-64.7% | $142,382-79.6% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.5%-12.4pp | 80.1%-23.0pp |
| Annual return | 21.62% | 25.74%-4.1pp | 28.67%-7.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,605 | $2,991-46.3% | $2,517-36.2% | $4,299-62.7% |
| Participant deferral / active EE | $2,007 | $4,809-58.3% | $4,155-51.7% | $6,507-69.2% |
| Admin fee / account holder | $808 | $8,563-90.6% | $7,231-88.8% | $12,624-93.6% |