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 | $109,740 | $95,266+15.2% | $82,389+33.2% | $142,382-22.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 50.28% | 25.74%+24.5pp | 28.67%+21.6pp | 217.08%-166.8pp |
| Employer contribution / active EE | $1,544 | $2,991-48.4% | $2,517-38.6% | $4,299-64.1% |
| Participant deferral / active EE | $8,985 | $4,809+86.8% | $4,155+116.3% | $6,507+38.1% |
| Admin fee / account holder | $613 | $8,563-92.8% | $7,231-91.5% | $12,624-95.1% |