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 | $31,846 | $93,571-66.0% | $135,903-76.6% | $75,163-57.6% |
| Participation rate | 59.1% | 75.2%-16.1pp | 81.9%-22.8pp | 67.2%-8.1pp |
| Annual return | 38.34% | 30.90%+7.4pp | 68.23%-29.9pp | 160.62%-122.3pp |
| Employer contribution / active EE | $2,134 | $3,537-39.7% | $4,856-56.1% | $2,670-20.1% |
| Participant deferral / active EE | $3,594 | $6,404-43.9% | $7,758-53.7% | $4,125-12.9% |
| Admin fee / account holder | $339 | $6,975-95.1% | $10,762-96.8% | $5,651-94.0% |