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 | $136,710 | $179,726-23.9% | $156,263-12.5% | $142,382-4.0% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 13.73% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $11,636 | $5,069+129.5% | $4,333+168.5% | $4,299+170.7% |
| Participant deferral / active EE | $7,900 | $6,956+13.6% | $6,158+28.3% | $6,507+21.4% |
| Admin fee / account holder | $30,366 | $17,272+75.8% | $14,255+113.0% | $12,624+140.6% |