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 | $78,418 | $106,515-26.4% | $96,683-18.9% | $139,434-43.8% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.7pp |
| Annual return | 33.20% | 38.43%-5.2pp | 35.69%-2.5pp | 372.94%-339.7pp |
| Employer contribution / active EE | $1,843 | $4,103-55.1% | $3,737-50.7% | $4,751-61.2% |
| Participant deferral / active EE | $8,571 | $5,454+57.2% | $4,878+75.7% | $6,710+27.7% |
| Admin fee / account holder | $593 | $7,877-92.5% | $6,730-91.2% | $11,403-94.8% |