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 | $61,739 | $111,754-44.8% | $103,333-40.3% | $145,922-57.7% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 11.13% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,762 | $4,212-58.2% | $3,868-54.5% | $4,660-62.2% |
| Participant deferral / active EE | $8,970 | $5,619+59.6% | $5,057+77.4% | $6,688+34.1% |
| Admin fee / account holder | $869 | $9,750-91.1% | $8,355-89.6% | $13,397-93.5% |