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 | $87,551 | $65,561+33.5% | $86,188+1.6% | $75,163+16.5% |
| Participation rate | 62.1% | 60.5%+1.6pp | 69.0%-6.9pp | 67.2%-5.1pp |
| Annual return | 16.12% | 46.05%-29.9pp | 1168.45%-1152.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $588 | $1,553-62.1% | $2,380-75.3% | $2,670-78.0% |
| Participant deferral / active EE | $4,391 | $3,024+45.2% | $3,985+10.2% | $4,125+6.4% |
| Admin fee / account holder | $26,180 | $5,474+378.3% | $6,852+282.1% | $5,651+363.3% |