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 | $75,661 | $107,452-29.6% | $91,541-17.3% | $142,382-46.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 14.72% | 22.06%-7.3pp | 20.50%-5.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $6,101 | $2,994+103.8% | $2,505+143.6% | $4,299+41.9% |
| Participant deferral / active EE | $6,101 | $4,754+28.3% | $4,008+52.2% | $6,507-6.2% |
| Admin fee / account holder | $19,771 | $8,834+123.8% | $6,956+184.2% | $12,624+56.6% |