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 | $29,264 | $74,888-60.9% | $71,209-58.9% | $142,382-79.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 23.63% | 345.14%-321.5pp | 282.51%-258.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,202 | $2,854-57.9% | $2,721-55.8% | $4,299-72.0% |
| Participant deferral / active EE | $2,706 | $4,454-39.3% | $4,175-35.2% | $6,507-58.4% |
| Admin fee / account holder | $870 | $5,568-84.4% | $5,349-83.7% | $12,624-93.1% |