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 | $53,659 | $99,918-46.3% | $81,382-34.1% | $145,922-63.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 17.09% | 34.32%-17.2pp | 24.73%-7.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,544 | $2,978-48.1% | $2,463-37.3% | $4,660-66.9% |
| Participant deferral / active EE | $5,250 | $4,605+14.0% | $3,883+35.2% | $6,688-21.5% |
| Admin fee / account holder | $352 | $8,212-95.7% | $5,768-93.9% | $13,397-97.4% |