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 | $29,975 | $185,822-83.9% | $169,993-82.4% | $139,434-78.5% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 20.33% | 60.50%-40.2pp | 53.37%-33.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $3,355 | $7,590-55.8% | $6,785-50.6% | $4,751-29.4% |
| Participant deferral / active EE | $12,591 | $11,622+8.3% | $10,408+21.0% | $6,710+87.6% |
| Admin fee / account holder | $11,494 | $15,381-25.3% | $12,815-10.3% | $11,403+0.8% |