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 | $36,929 | $106,515-65.3% | $96,683-61.8% | $139,434-73.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 27.80% | 38.43%-10.6pp | 35.69%-7.9pp | 372.94%-345.1pp |
| Employer contribution / active EE | $3,015 | $4,103-26.5% | $3,737-19.3% | $4,751-36.5% |
| Participant deferral / active EE | $11,512 | $5,454+111.1% | $4,878+136.0% | $6,710+71.6% |
| Admin fee / account holder | $570 | $7,877-92.8% | $6,730-91.5% | $11,403-95.0% |