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 | $46,331 | $185,822-75.1% | $169,993-72.7% | $139,434-66.8% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 33.21% | 60.50%-27.3pp | 53.37%-20.2pp | 372.94%-339.7pp |
| Employer contribution / active EE | $2,916 | $7,590-61.6% | $6,785-57.0% | $4,751-38.6% |
| Participant deferral / active EE | $14,914 | $11,622+28.3% | $10,408+43.3% | $6,710+122.3% |
| Admin fee / account holder | $1,082 | $15,381-93.0% | $12,815-91.6% | $11,403-90.5% |