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 | $59,011 | $90,348-34.7% | $75,972-22.3% | $145,922-59.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 8.46% | 620.88%-612.4pp | 359.55%-351.1pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,430 | $3,311-56.8% | $2,685-46.7% | $4,660-69.3% |
| Participant deferral / active EE | $8,471 | $5,162+64.1% | $4,255+99.1% | $6,688+26.7% |
| Admin fee / account holder | $3,095 | $8,467-63.4% | $6,467-52.1% | $13,397-76.9% |