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 5-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 | $68,862 | $104,664-34.2% | $85,682-19.6% | $167,490-58.9% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 11.23% | 21.45%-10.2pp | 21.49%-10.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $3,300 | $3,337-1.1% | $2,618+26.0% | $4,837-31.8% |
| Participant deferral / active EE | $13,000 | $4,824+169.5% | $3,923+231.4% | $6,341+105.0% |
| Admin fee / account holder | $526 | $10,032-94.8% | $6,873-92.3% | $12,309-95.7% |