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 | $69,525 | $111,724-37.8% | $93,606-25.7% | $145,922-52.4% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.6pp |
| Annual return | 13.84% | 202.98%-189.1pp | 133.20%-119.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,918 | $3,090-37.9% | $2,420-20.7% | $4,660-58.8% |
| Participant deferral / active EE | $5,509 | $4,912+12.2% | $4,411+24.9% | $6,688-17.6% |
| Admin fee / account holder | $342 | $10,250-96.7% | $8,285-95.9% | $13,397-97.4% |