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 | $64,913 | $201,272-67.7% | $184,203-64.8% | $145,922-55.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 34.00% | 29.00%+5.0pp | 28.81%+5.2pp | 561.29%-527.3pp |
| Employer contribution / active EE | $10,939 | $7,022+55.8% | $6,427+70.2% | $4,660+134.8% |
| Participant deferral / active EE | $11,322 | $9,806+15.5% | $9,131+24.0% | $6,688+69.3% |
| Admin fee / account holder | $454 | $16,364-97.2% | $13,901-96.7% | $13,397-96.6% |