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 7-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 | $44,290 | $140,940-68.6% | $112,229-60.5% | $139,434-68.2% |
| Participation rate | 68.2% | 79.2%-11.0pp | 72.4%-4.2pp | 80.3%-12.1pp |
| Annual return | 19.71% | 32.71%-13.0pp | 30.20%-10.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,960 | $4,283-54.2% | $3,430-42.9% | $4,751-58.7% |
| Participant deferral / active EE | $5,473 | $5,874-6.8% | $4,798+14.1% | $6,710-18.4% |
| Admin fee / account holder | $355 | $9,954-96.4% | $7,748-95.4% | $11,403-96.9% |